Filed June 21, 2023 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $55,209 |
REGIONS BANK3 years Service code 72 · EIN 63-0371391 | Other investment fees and expenses | $51,293 |
Form 5500 reported that benefits due were not provided when due.
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 | $16,963 | $56,095-69.8% | $178,490-90.5% | $90,288-81.2% |
| Participation rate | 71.4% | 65.6%+5.9pp | 81.9%-10.5pp | 73.4%-1.9pp |
| Annual return | 20.83% | 28.81%-8.0pp | 151.07%-130.2pp | 53.97%-33.1pp |
| Employer contribution / active EE | $270 | $1,572-82.8% | $5,011-94.6% | $2,524-89.3% |
| Participant deferral / active EE | $1,433 | $2,669-46.3% | $5,202-72.4% | $4,232-66.1% |
| Admin fee / account holder | $66 | $101-34.4% | $13,984-99.5% | $114-42.1% |