Filed October 24, 1994
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 |
|---|---|---|
REGIONS BANK1 year Filed as: REGIONS TRUST Service code 20 · EIN 63-6129301 | Trustee (individual) | $22,500 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $11,734 |
Filed as: ELLIS & WARD CONSULTING GROUP INC Service code 14 · EIN 62-1417683 | Plan Administrator | $7,118 |
Filed as: BANKS FINLEY WHITE & CO Service code 10 · EIN 62-1145254 | Accounting | $4,500 |
EVANS PETREE1 year Service code 29 · EIN 62-0998330 | Legal | $3,062 |
BOYLE INSURANCE AGENCY1 year Service code 99 · EIN 20-1708784 | Other Fees | $249 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,608 | $44,059-73.7% | $71,671-83.8% | $69,631-83.3% |
| Participation rate | 98.5% | 60.8%+37.8pp | 68.7%+29.8pp | 70.7%+27.8pp |
| Annual return | 22.87% | 21.97%+0.9pp | 20.65%+2.2pp | 27571.02%-27548.1pp |
| Employer contribution / active EE | $2,824 | $1,305+116.4% | $2,460+14.8% | $2,032+39.0% |
| Participant deferral / active EE | $3,123 | $2,370+31.8% | $3,438-9.2% | $3,224-3.1% |
| Admin fee / account holder | $62 | $108-42.6% | $5,558-98.9% | $110-44.1% |