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 | $53,902 |
REGIONS BANK6 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $35,417 |
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 | $15,045 | $50,815-70.4% | $155,509-90.3% | $77,643-80.6% |
| Participation rate | 99.2% | 63.1%+36.1pp | 78.2%+21.1pp | 70.6%+28.7pp |
| Annual return | 14.92% | 34.80%-19.9pp | 64.67%-49.7pp | 31.24%-16.3pp |
| Employer contribution / active EE | $1,707 | $1,993-14.4% | $4,672-63.5% | $2,726-37.4% |
| Participant deferral / active EE | $1,432 | $2,822-49.3% | $5,626-74.6% | $4,647-69.2% |
| Admin fee / account holder | $159 | $437-63.6% | $15,912-99.0% | $430-63.1% |