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 BANK6+ years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $34,129 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,569 |
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 | $37,507 | $70,908-47.1% | $98,907-62.1% | $73,488-49.0% |
| Participation rate | 88.3% | 73.8%+14.6pp | 76.0%+12.3pp | 70.7%+17.6pp |
| Annual return | 17.14% | 34.17%-17.0pp | 196.43%-179.3pp | 28.51%-11.4pp |
| Employer contribution / active EE | $361 | $2,036-82.3% | $2,689-86.6% | $2,270-84.1% |
| Participant deferral / active EE | $2,066 | $3,500-41.0% | $4,244-51.3% | $3,740-44.8% |
| Admin fee / account holder | $189 | $535-64.6% | $6,642-97.2% | $513-63.1% |