Filed October 31, 2013
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 13 · EIN 42-0127290 | Contract Administrator | $21,670 |
REGIONS BANK1 year Service code 27 · EIN 63-0371391 | Advisory (Plan) | $17,822 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,423 | $52,953-57.7% | $172,739-87.0% | $65,185-65.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 22.84% | 30.12%-7.3pp | 802.84%-780.0pp | 29.38%-6.5pp |
| Employer contribution / active EE | $1,587 | $2,190-27.5% | $5,143-69.2% | $2,177-27.1% |
| Participant deferral / active EE | $1,937 | $2,471-21.6% | $5,198-62.7% | $3,514-44.9% |
| Admin fee / account holder | $221 | $472-53.2% | $13,954-98.4% | $847-73.9% |