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.3+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $27,048 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $74,283 | $63,299+17.4% | $91,001-18.4% | $62,292+19.2% |
| Participation rate | 95.5% | 73.3%+22.2pp | 75.6%+19.9pp | 69.5%+26.0pp |
| Annual return | 12.55% | 20.99%-8.4pp | 4.60%+8.0pp | 28.90%-16.3pp |
| Employer contribution / active EE | $1,992 | $1,807+10.3% | $2,456-18.9% | $2,042-2.4% |
| Participant deferral / active EE | $3,340 | $2,943+13.5% | $3,547-5.8% | $3,169+5.4% |
| Admin fee / account holder | $101 | $468-78.5% | $5,417-98.1% | $479-79.0% |