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 BANK8+ years Filed as: REGIONS BANK DBA REGIONS TRUST Service code 15 · EIN 63-0371391 | Recordkeeping | $67,128 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $43,583 |
JGD & ASSOCIATES LLP4 years Service code 15 · EIN 95-3132551 | Recordkeeping | $10,250 |
ADP BROKER-DEALER8+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $83,862 | $50,458+66.2% | $159,960-47.6% | $64,808+29.4% |
| Participation rate | 98.0% | 68.0%+30.0pp | 78.0%+20.1pp | 71.5%+26.6pp |
| Annual return | -1.77% | -13.42%+11.6pp | 408.60%-410.4pp | 32.82%-34.6pp |
| Employer contribution / active EE | $3,693 | $1,722+114.4% | $4,226-12.6% | $2,506+47.4% |
| Participant deferral / active EE | $10,737 | $4,004+168.2% | $6,182+73.7% | $4,310+149.1% |
| Admin fee / account holder | $294 | $706-58.3% | $8,698-96.6% | $188+56.7% |