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 BANK5+ years Service code 31 · EIN 63-0371391 P.O. BOX 1107 · BIRMINGHAM, AL 35288 | Investment management fees paid direc... | $18,626 |
ASCENSUS LLC5+ years Filed as: ASCENSUS Service code 21 · EIN 11-3665754 200 DRYDEN ROAD · DRESHER, PA 19025 | Bank Trustee | $14,733 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $62,890 | $86,332-27.2% | $125,175-49.8% | $65,185-3.5% |
| Participation rate | 100.0% | 75.3%+24.7pp | 79.8%+20.2pp | 70.2%+29.8pp |
| Annual return | 22.96% | 27.43%-4.5pp | 43.79%-20.8pp | 29.38%-6.4pp |
| Employer contribution / active EE | $650 | $2,040-68.2% | $3,865-83.2% | $2,177-70.2% |
| Participant deferral / active EE | $2,466 | $3,537-30.3% | $4,937-50.1% | $3,514-29.8% |
| Admin fee / account holder | $138 | $609-77.3% | $9,702-98.6% | $847-83.7% |