See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.4+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $53,003 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,242 | $35,485-9.1% | $74,550-56.8% | $55,725-42.1% |
| Participation rate | 33.9% | 62.5%-28.6pp | 69.1%-35.2pp | 70.9%-36.9pp |
| Annual return | -4.57% | 0.72%-5.3pp | 32.53%-37.1pp | 244.93%-249.5pp |
| Employer contribution / active EE | $189 | $777-75.7% | $1,961-90.4% | $2,078-90.9% |
| Participant deferral / active EE | $1,546 | $2,181-29.1% | $3,108-50.2% | $3,356-53.9% |
| Admin fee / account holder | $139 | $114+22.0% | $5,060-97.2% | $115+21.1% |