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 | $27,605 |
REGIONS BANK4 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $24,729 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,513 | $46,292-79.5% | $143,757-93.4% | $64,808-85.3% |
| Participation rate | 96.9% | 64.2%+32.7pp | 80.3%+16.6pp | 71.5%+25.4pp |
| Annual return | -13.97% | -10.05%-3.9pp | -0.04%-13.9pp | 32.82%-46.8pp |
| Employer contribution / active EE | $1,346 | $1,910-29.5% | $4,951-72.8% | $2,506-46.3% |
| Participant deferral / active EE | $1,048 | $2,646-60.4% | $5,637-81.4% | $4,310-75.7% |
| Admin fee / account holder | $115 | $154-25.5% | $14,673-99.2% | $188-39.0% |