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 BANK8 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $43,370 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $9,772 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,424 | $82,978+45.1% | $129,995-7.4% | $71,457+68.5% |
| Participation rate | 80.6% | 74.1%+6.5pp | 78.5%+2.1pp | 67.9%+12.7pp |
| Annual return | 22.98% | 20.60%+2.4pp | -137.18%+160.2pp | 28.85%-5.9pp |
| Employer contribution / active EE | $1,190 | $2,622-54.6% | $4,320-72.4% | $2,588-54.0% |
| Participant deferral / active EE | $3,534 | $4,432-20.3% | $5,820-39.3% | $4,289-17.6% |
| Admin fee / account holder | $454 | $1,729-73.7% | $10,614-95.7% | $1,587-71.4% |