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 BANK5+ years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $29,021 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,844 |
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 | $34,882 | $66,310-47.4% | $93,606-62.7% | $65,185-46.5% |
| Participation rate | 86.5% | 74.0%+12.5pp | 75.8%+10.6pp | 70.2%+16.3pp |
| Annual return | 20.89% | 42.58%-21.7pp | 32.76%-11.9pp | 29.38%-8.5pp |
| Employer contribution / active EE | $349 | $2,012-82.7% | $2,718-87.2% | $2,177-84.0% |
| Participant deferral / active EE | $1,988 | $3,342-40.5% | $4,069-51.1% | $3,514-43.4% |
| Admin fee / account holder | $177 | $6,897-97.4% | $7,888-97.8% | $847-79.1% |