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 | $23,397 |
REGIONS BANK2 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $22,766 |
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 | $24,035 | $58,879-59.2% | $178,490-86.5% | $73,488-67.3% |
| Participation rate | 99.4% | 66.2%+33.1pp | 81.9%+17.4pp | 70.7%+28.7pp |
| Annual return | 13.45% | 24.86%-11.4pp | 151.07%-137.6pp | 28.51%-15.1pp |
| Employer contribution / active EE | $1,543 | $2,236-31.0% | $5,011-69.2% | $2,270-32.0% |
| Participant deferral / active EE | $1,799 | $2,567-29.9% | $5,202-65.4% | $3,740-51.9% |
| Admin fee / account holder | $237 | $400-40.9% | $13,984-98.3% | $513-53.9% |