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 BANK5+ years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $100,515 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,200 |
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 | $86,398 | $73,404+17.7% | $87,100-0.8% | $67,579+27.8% |
| Participation rate | 79.5% | 80.9%-1.3pp | 76.9%+2.6pp | 71.3%+8.2pp |
| Annual return | 22.49% | 48.29%-25.8pp | 28.19%-5.7pp | 378.56%-356.1pp |
| Employer contribution / active EE | $1,864 | $2,014-7.4% | $2,521-26.1% | $2,148-13.2% |
| Participant deferral / active EE | $3,253 | $3,913-16.9% | $4,049-19.6% | $3,539-8.1% |
| Admin fee / account holder | $135 | $142-5.0% | $7,497-98.2% | $142-5.4% |