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 BANK8+ years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $25,957 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,363 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,257 | $72,607-47.3% | $90,749-57.8% | $66,914-42.8% |
| Participation rate | 89.3% | 73.7%+15.7pp | 75.7%+13.6pp | 69.8%+19.5pp |
| Annual return | -15.42% | -12.28%-3.1pp | -12.16%-3.3pp | 1.58%-17.0pp |
| Employer contribution / active EE | $450 | $2,369-81.0% | $2,921-84.6% | $2,544-82.3% |
| Participant deferral / active EE | $2,601 | $3,977-34.6% | $4,564-43.0% | $4,237-38.6% |
| Admin fee / account holder | $157 | $707-77.8% | $8,445-98.1% | $593-73.5% |