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 BANK10+ years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $36,745 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,467 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,216 | $88,083+8.1% | $164,813-42.2% | $74,495+27.8% |
| Participation rate | 88.4% | 73.0%+15.4pp | 78.6%+9.8pp | 67.2%+21.2pp |
| Annual return | 13.39% | 17.26%-3.9pp | 69.93%-56.5pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $4,020 | $2,593+55.0% | $4,341-7.4% | $2,623+53.3% |
| Participant deferral / active EE | $3,191 | $4,498-29.1% | $6,031-47.1% | $4,346-26.6% |
| Admin fee / account holder | $293 | $2,234-86.9% | $12,690-97.7% | $1,942-84.9% |