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 |
|---|---|---|
ALLSTATE FINANCIAL SERVICES LLC2+ years Service code 61 | Finders' fees / placement fees | $0 |
REGIONS BANK1 year Filed as: REGIONS INSTITUTIONAL SERVICES Service code 61 1511 N. WESTSHORE BLVD. · TAMPA, FL 33607 | Finders' fees / placement fees | $0 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,938 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $98,793 | $64,954+52.1% | $115,752-14.7% | $62,292+58.6% |
| Participation rate | 48.4% | 73.0%-24.6pp | 77.8%-29.4pp | 69.5%-21.2pp |
| Annual return | 26.88% | 24.87%+2.0pp | 19.41%+7.5pp | 28.90%-2.0pp |
| Employer contribution / active EE | $2,202 | $2,344-6.1% | $3,492-37.0% | $2,042+7.8% |
| Participant deferral / active EE | $5,002 | $3,665+36.5% | $5,204-3.9% | $3,169+57.8% |
| Admin fee / account holder | -$24 | $414-105.8% | $6,278-100.4% | $479-105.0% |