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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.
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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 BANK2+ years Service code 27 · EIN 63-0927507 | Advisory (Plan) | $14,625 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $4,949 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $38,381 | $63,924-40.0% | $108,579-64.7% | $55,167-30.4% |
| Participation rate | 73.8% | 74.3%-0.6pp | 79.6%-5.8pp | 69.0%+4.8pp |
| Annual return | 5.60% | 15.31%-9.7pp | -51.70%+57.3pp | 169.23%-163.6pp |
| Employer contribution / active EE | $1 | $1,879-99.9% | $3,758-100.0% | $1,963-99.9% |
| Participant deferral / active EE | $2,393 | $3,067-22.0% | $4,311-44.5% | $3,054-21.6% |
| Admin fee / account holder | $275 | $618-55.5% | $7,645-96.4% | $504-45.5% |