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 BANK7+ years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $136,134 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $625 |
Filed as: FIDELITY INVESTMENTS Service code 60 | Sub-TA Fees | $0 |
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 | $99,823 | $185,342-46.1% | $111,297-10.3% | $86,799+15.0% |
| Participation rate | 79.2% | 81.0%-1.8pp | 77.3%+1.9pp | 72.3%+6.9pp |
| Annual return | 12.72% | 500.80%-488.1pp | 54.65%-41.9pp | 97.91%-85.2pp |
| Employer contribution / active EE | $2,134 | $2,246-5.0% | $2,731-21.9% | $2,405-11.3% |
| Participant deferral / active EE | $3,851 | $4,458-13.6% | $4,487-14.2% | $4,131-6.8% |
| Admin fee / account holder | $168 | $255-34.1% | $7,964-97.9% | $170-0.7% |