See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK1+ years Filed as: REGIONS MORGAN KEEGAN TRUST Service code 21 · EIN 13-6115217 PO BOX 2527 · MOBILE, AL 36652 | Bank Trustee | $27,281 |
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $8,088 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $78,537 | $65,703+19.5% | $94,224-16.6% | $59,632+31.7% |
| Participation rate | 93.3% | 72.1%+21.2pp | 78.8%+14.6pp | 68.7%+24.7pp |
| Annual return | 0.08% | 5.22%-5.1pp | 10.68%-10.6pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $1,433 | $2,021-29.1% | $3,587-60.0% | $2,203-34.9% |
| Participant deferral / active EE | $3,260 | $3,143+3.7% | $4,320-24.6% | $3,192+2.1% |
| Admin fee / account holder | $361 | $4,264-91.5% | $6,269-94.2% | $4,297-91.6% |