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 BANK3 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $34,072 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $387 |
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 | $76,600 | $66,302+15.5% | $110,238-30.5% | $56,287+36.1% |
| Participation rate | 86.8% | 74.9%+11.9pp | 79.8%+7.0pp | 69.9%+17.0pp |
| Annual return | -5.19% | -1.18%-4.0pp | 314.74%-319.9pp | -9.96%+4.8pp |
| Employer contribution / active EE | $737 | $2,047-64.0% | $3,826-80.8% | $2,111-65.1% |
| Participant deferral / active EE | $2,670 | $3,381-21.0% | $4,672-42.8% | $3,350-20.3% |
| Admin fee / account holder | $290 | $698-58.5% | $8,547-96.6% | $521-44.4% |