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 BANK2 years Service code 27 P.O. BOX 2527 · MOBILE, AL 36652 | Advisory (Plan) | $29,116 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $136 |
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 | $84,814 | $71,192+19.1% | $117,854-28.0% | $62,292+36.2% |
| Participation rate | 89.0% | 74.2%+14.8pp | 79.7%+9.3pp | 69.5%+19.5pp |
| Annual return | 20.10% | 18.66%+1.4pp | 335.08%-315.0pp | 28.90%-8.8pp |
| Employer contribution / active EE | $1,164 | $1,934-39.8% | $3,786-69.3% | $2,042-43.0% |
| Participant deferral / active EE | $2,872 | $3,189-9.9% | $4,482-35.9% | $3,169-9.4% |
| Admin fee / account holder | $261 | $587-55.5% | $8,020-96.7% | $479-45.5% |