Filed April 18, 1995
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+ years Service code 27 · EIN 84-0858799 | Advisory (Plan) | $27,480 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,725 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,470 | $53,412-29.8% | $68,509-45.3% | $52,331-28.4% |
| Participation rate | 77.8% | 71.7%+6.2pp | 74.7%+3.1pp | 68.1%+9.7pp |
| Annual return | -0.61% | 3.42%-4.0pp | 8.27%-8.9pp | 4.54%-5.1pp |
| Employer contribution / active EE | $306 | $1,607-81.0% | $2,278-86.6% | $1,882-83.8% |
| Participant deferral / active EE | $1,760 | $2,688-34.5% | $3,382-48.0% | $3,022-41.8% |
| Admin fee / account holder | $232 | $461-49.7% | $5,275-95.6% | $592-60.8% |