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 | $40,904 |
REGIONS BANK5 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $30,226 |
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 | $12,209 | $47,126-74.1% | $149,673-91.8% | $74,419-83.6% |
| Participation rate | 96.9% | 63.4%+33.5pp | 78.8%+18.1pp | 70.7%+26.1pp |
| Annual return | 30.31% | 22.75%+7.6pp | 134.42%-104.1pp | 34.38%-4.1pp |
| Employer contribution / active EE | $1,606 | $1,905-15.7% | $4,818-66.7% | $2,637-39.1% |
| Participant deferral / active EE | $1,252 | $2,728-54.1% | $5,680-78.0% | $4,528-72.4% |
| Admin fee / account holder | $132 | $343-61.3% | $13,210-99.0% | $348-61.9% |