Filed June 30, 1997
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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.2+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $38,538 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $81,204 | $56,629+43.4% | $77,999+4.1% | $55,167+47.2% |
| Participation rate | 97.0% | 73.3%+23.7pp | 75.5%+21.5pp | 69.0%+28.0pp |
| Annual return | 5.98% | 2866.98%-2861.0pp | 425.96%-420.0pp | 169.23%-163.2pp |
| Employer contribution / active EE | $1,976 | $1,723+14.7% | $2,470-20.0% | $1,963+0.7% |
| Participant deferral / active EE | $3,211 | $2,777+15.6% | $3,497-8.2% | $3,054+5.1% |
| Admin fee / account holder | $151 | $467-67.6% | $5,480-97.2% | $504-70.0% |