Filed December 11, 2024
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 |
|---|---|---|
REGIONS BANK6+ years Filed as: REGIONS BANK DBA REGIONS TRUST Service code 15 · EIN 63-0371391 | Recordkeeping | $46,099 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,380 |
JGD & ASSOCIATES LLP2 years Service code 15 · EIN 95-3132551 | Recordkeeping | $9,100 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $110,292 | $62,132+77.5% | $185,823-40.6% | $73,488+50.1% |
| Participation rate | 95.1% | 67.8%+27.3pp | 78.0%+17.1pp | 70.7%+24.4pp |
| Annual return | 16.53% | 20.44%-3.9pp | 35.95%-19.4pp | 28.51%-12.0pp |
| Employer contribution / active EE | $2,937 | $1,681+74.7% | $4,087-28.2% | $2,270+29.4% |
| Participant deferral / active EE | $8,623 | $3,711+132.4% | $5,632+53.1% | $3,740+130.6% |
| Admin fee / account holder | $342 | $419-18.4% | $9,500-96.4% | $513-33.4% |