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 BANK8+ years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $130,407 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $28,150 |
HORNE LLP1 year Filed as: HORNE Service code 10 · EIN 20-1941244 | Accounting | $25,550 |
Filed as: FIDELITY INVESTMENTS Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,737 | $72,254+15.9% | $86,677-3.4% | $64,808+29.2% |
| Participation rate | 84.5% | 80.4%+4.1pp | 76.6%+7.9pp | 71.5%+13.1pp |
| Annual return | -18.78% | 392.42%-411.2pp | 35.91%-54.7pp | 32.82%-51.6pp |
| Employer contribution / active EE | $2,550 | $2,393+6.5% | $2,836-10.1% | $2,506+1.7% |
| Participant deferral / active EE | $4,482 | $4,658-3.8% | $4,656-3.7% | $4,310+4.0% |
| Admin fee / account holder | $160 | $174-8.0% | $7,493-97.9% | $188-14.8% |