Filed December 29, 1992
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 BANK4+ years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $102,310 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,175 |
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 | $71,113 | $65,118+9.2% | $76,768-7.4% | $55,725+27.6% |
| Participation rate | 93.3% | 79.6%+13.7pp | 77.0%+16.3pp | 70.9%+22.4pp |
| Annual return | -5.84% | -1.27%-4.6pp | 2.43%-8.3pp | 244.93%-250.8pp |
| Employer contribution / active EE | $2,111 | $1,941+8.7% | $2,485-15.1% | $2,078+1.6% |
| Participant deferral / active EE | $3,721 | $3,688+0.9% | $3,852-3.4% | $3,356+10.9% |
| Admin fee / account holder | $143 | $116+23.4% | $6,675-97.9% | $115+24.1% |