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 |
|---|---|---|
REGIONS BANK3+ years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $51,154 |
WEGMANN DAZET & COMPANY1 year Service code 10 · EIN 72-0870824 | Accounting | $14,765 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,336 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $167,991 | $63,299+165.4% | $91,001+84.6% | $62,292+169.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 16.07% | 20.99%-4.9pp | 4.60%+11.5pp | 28.90%-12.8pp |
| Employer contribution / active EE | $11,634 | $1,807+543.9% | $2,456+373.8% | $2,042+469.7% |
| Participant deferral / active EE | $9,346 | $2,943+217.6% | $3,547+163.5% | $3,169+194.9% |
| Admin fee / account holder | $499 | $468+6.7% | $5,417-90.8% | $479+4.1% |