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 27 · EIN 63-0371391 | Advisory (Plan) | $75,128 |
Filed as: NAIL MCKINNEY PROFESSIONAL ASSOC. Service code 10 · EIN 64-0760834 | Accounting | $10,500 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $3,150 |
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 | $49,347 | $65,708-24.9% | $76,817-35.8% | $77,787-36.6% |
| Participation rate | 83.6% | 79.0%+4.6pp | 72.1%+11.5pp | 73.2%+10.4pp |
| Annual return | 22.54% | 49.86%-27.3pp | 1166.11%-1143.6pp | 32.57%-10.0pp |
| Employer contribution / active EE | $1,671 | $2,167-22.9% | $2,302-27.4% | $2,504-33.3% |
| Participant deferral / active EE | $2,466 | $3,254-24.2% | $3,336-26.1% | $3,967-37.8% |
| Admin fee / account holder | $80 | $91-12.2% | $6,420-98.8% | $100-20.3% |