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 |
|---|---|---|
MMA SECURITIES LLC1 year Filed as: MCGRIFF, A MARSH & MCLENNAN COMPANY Service code 11 · EIN 26-3237576 | Actuarial | $28,429 |
SUNTRUST BANKS, INC.6 years Filed as: TRUIST BANK Service code 21 · EIN 56-1074313 | Bank Trustee | $14,734 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $39,669-100.0% | $334,201-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 26.5%-26.5pp | 43.9%-43.9pp | 11.0%-11.0pp |
| Annual return | 8.51% | 8.11%+0.4pp | 9.84%-1.3pp | 8.23%+0.3pp |
| Employer contribution / active EE | $39,680 | $16,823+135.9% | $30,320+30.9% | $13,859+186.3% |
| Participant deferral / active EE | $3,839 | $33+11493.6% | $66+5710.1% | $61+6156.9% |
| Admin fee / account holder | $0 | $435-100.0% | $53,213-100.0% | $1,652-100.0% |