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 27 · EIN 63-0371391 | Advisory (Plan) | $79,377 |
Filed as: NAIL MCKINNEY PROFESSIONAL ASSOC Service code 10 · EIN 64-0760834 | Accounting | $11,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $4,625 |
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 | $48,901 | $72,066-32.1% | $81,930-40.3% | $90,288-45.8% |
| Participation rate | 82.8% | 78.9%+3.9pp | 72.0%+10.8pp | 73.4%+9.4pp |
| Annual return | 16.40% | 15.92%+0.5pp | 29.49%-13.1pp | 53.97%-37.6pp |
| Employer contribution / active EE | $1,659 | $2,335-29.0% | $4,310-61.5% | $2,524-34.3% |
| Participant deferral / active EE | $2,478 | $3,557-30.3% | $7,107-65.1% | $4,232-41.5% |
| Admin fee / account holder | $80 | $92-13.2% | $5,158-98.4% | $114-29.6% |