Filed April 29, 2026
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 BANK1+ years Filed as: REGIONS Service code 27 · EIN 63-0927507 | Advisory (Plan) | $12,400 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $11,903 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,424 | $88,324-41.8% | $115,037-55.3% | $55,191-6.8% |
| Participation rate | 73.2% | 72.5%+0.6pp | 81.4%-8.2pp | 69.2%+4.0pp |
| Annual return | 1.64% | 6.30%-4.7pp | 26.14%-24.5pp | 10.78%-9.1pp |
| Employer contribution / active EE | $0 | $2,805-100.0% | $4,608-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $4,426 | $5,042-12.2% | $6,026-26.6% | $3,046+45.3% |
| Admin fee / account holder | $194 | $105+83.9% | $8,175-97.6% | $91+113.5% |