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 BANK7 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $49,006 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $8,787 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,384 | $86,655+13.5% | $119,609-17.7% | $66,914+47.0% |
| Participation rate | 85.0% | 75.6%+9.4pp | 79.3%+5.7pp | 69.8%+15.2pp |
| Annual return | -22.09% | -8.00%-14.1pp | -14.97%-7.1pp | 1.58%-23.7pp |
| Employer contribution / active EE | $1,151 | $2,536-54.6% | $4,232-72.8% | $2,544-54.8% |
| Participant deferral / active EE | $3,544 | $4,358-18.7% | $5,602-36.7% | $4,237-16.3% |
| Admin fee / account holder | $494 | $755-34.6% | $10,323-95.2% | $593-16.7% |