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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 BANK3+ years Service code 27 · EIN 63-0927507 | Advisory (Plan) | $13,358 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $6,505 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $5,330 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $43,579 | $190,225-77.1% | $117,854-63.0% | - |
| Participation rate | 71.7% | 74.9%-3.1pp | 79.7%-7.9pp | - |
| Annual return | 15.28% | 90.66%-75.4pp | 335.08%-319.8pp | - |
| Employer contribution / active EE | $0 | $1,779-100.0% | $3,786-100.0% | - |
| Participant deferral / active EE | $2,372 | $3,327-28.7% | $4,482-47.1% | - |
| Admin fee / account holder | $327 | $9,756-96.6% | $8,020-95.9% | - |