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.5+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $46,674 |
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 | $39,824 | $40,174-0.9% | $84,015-52.6% | $67,579-41.1% |
| Participation rate | 31.9% | 62.7%-30.8pp | 69.0%-37.2pp | 71.3%-39.4pp |
| Annual return | 21.12% | 25.82%-4.7pp | 71.31%-50.2pp | 378.56%-357.4pp |
| Employer contribution / active EE | $196 | $808-75.8% | $1,983-90.1% | $2,148-90.9% |
| Participant deferral / active EE | $1,705 | $2,301-25.9% | $3,239-47.3% | $3,539-51.8% |
| Admin fee / account holder | $134 | $128+4.2% | $6,101-97.8% | $142-6.0% |