Filed October 7, 1993
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 BANK4+ years Service code 31 · EIN 63-0371391 P.O. BOX 1107 · BIRMINGHAM, AL 35288 | Participant communication; Named fidu... | $32,926 |
ASCENSUS LLC4+ years Filed as: ASCENSUS Service code 21 · EIN 11-3665754 200 DRYDEN ROAD · DRESHER, PA 19025 | Bank Trustee | $1,530 |
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 | $55,325 | $66,302-16.6% | $110,238-49.8% | $56,287-1.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 79.8%+20.2pp | 69.9%+30.1pp |
| Annual return | -4.84% | -1.18%-3.7pp | 314.74%-319.6pp | -9.96%+5.1pp |
| Employer contribution / active EE | $655 | $2,047-68.0% | $3,826-82.9% | $2,111-69.0% |
| Participant deferral / active EE | $2,688 | $3,381-20.5% | $4,672-42.5% | $3,350-19.7% |
| Admin fee / account holder | $155 | $698-77.8% | $8,547-98.2% | $521-70.2% |