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.6+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $125,104 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,804 | $85,135-21.5% | $98,907-32.5% | $73,409-9.0% |
| Participation rate | 92.7% | 81.1%+11.6pp | 76.0%+16.7pp | 72.2%+20.5pp |
| Annual return | 12.97% | 19.14%-6.2pp | 196.43%-183.5pp | 59.29%-46.3pp |
| Employer contribution / active EE | $2,033 | $2,721-25.3% | $2,689-24.4% | $2,234-9.0% |
| Participant deferral / active EE | $3,370 | $4,349-22.5% | $4,244-20.6% | $3,805-11.4% |
| Admin fee / account holder | $336 | $139+141.4% | $6,642-94.9% | $158+112.9% |