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 BANK7+ years Filed as: REGIONS BANK DBA REGIONS TRUST Service code 15 · EIN 63-0371391 | Recordkeeping | $58,430 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $28,344 |
JGD & ASSOCIATES LLP3 years Service code 15 · EIN 95-3132551 | Recordkeeping | $9,250 |
ADP BROKER-DEALER7+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,613 | $60,607+42.9% | $189,557-54.3% | $86,799-0.2% |
| Participation rate | 92.5% | 68.9%+23.6pp | 78.4%+14.0pp | 72.3%+20.2pp |
| Annual return | 17.39% | 65.18%-47.8pp | 64.17%-46.8pp | 97.91%-80.5pp |
| Employer contribution / active EE | $2,335 | $1,626+43.6% | $4,412-47.1% | $2,405-2.9% |
| Participant deferral / active EE | $6,797 | $3,895+74.5% | $6,174+10.1% | $4,131+64.5% |
| Admin fee / account holder | $267 | $159+68.0% | $9,807-97.3% | $170+57.3% |