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 | $65,178 |
REGIONS BANK7 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $41,229 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,360 | $50,982-60.1% | $154,803-86.8% | $85,563-76.2% |
| Participation rate | 99.6% | 59.8%+39.8pp | 78.1%+21.5pp | 66.0%+33.6pp |
| Annual return | 20.14% | 30.35%-10.2pp | 58.88%-38.7pp | 31.51%-11.4pp |
| Employer contribution / active EE | $1,769 | $1,708+3.6% | $4,305-58.9% | $2,654-33.3% |
| Participant deferral / active EE | $1,736 | $2,474-29.8% | $5,540-68.7% | $4,375-60.3% |
| Admin fee / account holder | $195 | $846-76.9% | $14,329-98.6% | $834-76.6% |