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 BANK8+ years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $31,089 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,531 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,324 | $86,655+6.5% | $119,609-22.8% | $66,914+38.0% |
| Participation rate | 98.2% | 75.6%+22.6pp | 79.3%+18.9pp | 69.8%+28.4pp |
| Annual return | -16.18% | -8.00%-8.2pp | -14.97%-1.2pp | 1.58%-17.8pp |
| Employer contribution / active EE | $2,991 | $2,536+17.9% | $4,232-29.3% | $2,544+17.5% |
| Participant deferral / active EE | $3,476 | $4,358-20.2% | $5,602-38.0% | $4,237-18.0% |
| Admin fee / account holder | $341 | $755-54.8% | $10,323-96.7% | $593-42.5% |