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 BANK6+ years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $110,701 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,000 |
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 | $92,178 | $79,519+15.9% | $95,952-3.9% | $73,409+25.6% |
| Participation rate | 79.3% | 81.2%-1.8pp | 77.1%+2.3pp | 72.2%+7.2pp |
| Annual return | 14.00% | 19.20%-5.2pp | 91.61%-77.6pp | 59.29%-45.3pp |
| Employer contribution / active EE | $1,836 | $2,048-10.3% | $2,541-27.7% | $2,234-17.8% |
| Participant deferral / active EE | $3,271 | $4,138-21.0% | $4,167-21.5% | $3,805-14.1% |
| Admin fee / account holder | $138 | $184-25.2% | $6,795-98.0% | $158-12.7% |