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 BANK7+ years Service code 31 · EIN 63-0371391 P.O. BOX 1107 · BIRMINGHAM, AL 35288 | Investment management fees paid direc... | $33,781 |
ASCENSUS LLC7+ years Filed as: ASCENSUS Service code 21 · EIN 11-3665754 200 DRYDEN ROAD · DRESHER, PA 19025 | Bank Trustee | $8,854 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,307 |
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 | $110,976 | $93,182+19.1% | $146,665-24.3% | $79,386+39.8% |
| Participation rate | 97.8% | 76.4%+21.3pp | 80.1%+17.7pp | 70.7%+27.0pp |
| Annual return | 14.08% | 21.61%-7.5pp | 22.74%-8.7pp | 116.85%-102.8pp |
| Employer contribution / active EE | $2,752 | $2,420+13.7% | $4,136-33.5% | $2,427+13.4% |
| Participant deferral / active EE | $3,096 | $4,169-25.7% | $5,506-43.8% | $4,046-23.5% |
| Admin fee / account holder | $254 | $585-56.6% | $10,280-97.5% | $626-59.5% |