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 BANK4+ years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $30,519 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,044 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,379 | $58,083-42.5% | $80,019-58.3% | $56,287-40.7% |
| Participation rate | 86.6% | 73.6%+13.0pp | 75.8%+10.8pp | 69.9%+16.7pp |
| Annual return | -5.71% | 34.61%-40.3pp | 11.22%-16.9pp | -9.96%+4.2pp |
| Employer contribution / active EE | $340 | $1,932-82.4% | $2,468-86.2% | $2,111-83.9% |
| Participant deferral / active EE | $1,889 | $3,135-39.8% | $3,686-48.8% | $3,350-43.6% |
| Admin fee / account holder | $196 | $623-68.5% | $6,521-97.0% | $521-62.3% |