Filed June 14, 2016 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK10+ years Service code 13 · EIN 63-0073530 | Contract Administrator | $21,484 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $349,454-100.0% | $250,061-100.0% | $338,137-100.0% |
| Participation rate | 0.0% | 46.9%-46.9pp | 46.0%-46.0pp | 43.9%-43.9pp |
| Annual return | 8.99% | 7.41%+1.6pp | 7.82%+1.2pp | 13.05%-4.1pp |
| Employer contribution / active EE | $86,985 | $40,226+116.2% | $31,823+173.3% | $37,651+131.0% |
| Participant deferral / active EE | $0 | $170-100.0% | $365-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $31,499-100.0% | $18,503-100.0% | $30,946-100.0% |