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 BANK6+ years Service code 31 · EIN 63-0371391 P.O. BOX 1107 · BIRMINGHAM, AL 35288 | Investment management fees paid direc... | $21,894 |
ASCENSUS LLC6+ years Filed as: ASCENSUS Service code 21 · EIN 11-3665754 200 DRYDEN ROAD · DRESHER, PA 19025 | Bank Trustee | $17,620 |
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 | $64,272 | $81,474-21.1% | $133,956-52.0% | $73,488-12.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | 15.15% | 19.40%-4.3pp | 45.09%-29.9pp | 28.51%-13.4pp |
| Employer contribution / active EE | $753 | $2,209-65.9% | $3,919-80.8% | $2,270-66.8% |
| Participant deferral / active EE | $2,903 | $3,786-23.3% | $5,048-42.5% | $3,740-22.4% |
| Admin fee / account holder | $144 | $713-79.8% | $8,927-98.4% | $513-71.9% |