See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.1 year Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $1,081 |
TD AMERITRADE, INC.1 year Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $125 |
TD AMERITRADE, INC.1 year Filed as: TD ANERITRADE, INC. Service code 33 | Securities brokerage | $0 |
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 | $171,841 | $62,132+176.6% | $185,823-7.5% | $73,488+133.8% |
| Participation rate | 97.5% | 67.8%+29.7pp | 78.0%+19.5pp | 70.7%+26.8pp |
| Annual return | 15.59% | 20.44%-4.8pp | 35.95%-20.4pp | 28.51%-12.9pp |
| Employer contribution / active EE | $6,235 | $1,681+270.9% | $4,087+52.5% | $2,270+174.7% |
| Participant deferral / active EE | $11,752 | $3,711+216.7% | $5,632+108.7% | $3,740+214.3% |
| Admin fee / account holder | $13 | $419-96.8% | $9,500-99.9% | $513-97.4% |