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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.
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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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,477 |
ALLSTATE FINANCIAL SERVICES LLC3+ years Service code 61 | Finders' fees / placement fees | $0 |
REGIONS BANK2 years Filed as: REGIONS INSTITUTIONAL SERVICES Service code 61 1511 N. WESTSHORE BLVD. · TAMPA, FL 33607 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $115,132 | $76,401+50.7% | $106,387+8.2% | $64,186+79.4% |
| Participation rate | 64.6% | 73.5%-8.9pp | 77.5%-12.8pp | 69.6%-5.0pp |
| Annual return | -5.73% | -2.19%-3.5pp | 0.25%-6.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $3,998 | $2,680+49.2% | $3,520+13.6% | $2,381+67.9% |
| Participant deferral / active EE | $8,565 | $4,274+100.4% | $5,421+58.0% | $3,470+146.9% |
| Admin fee / account holder | $58 | $4,610-98.7% | $7,510-99.2% | $4,888-98.8% |