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 BANK9+ years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $123,677 |
Service code 16 · EIN 13-3180178 | Consulting | $31,000 |
Filed as: FIDELITY INVESTMENTS Service code 60 | Sub-TA Fees | $0 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,238 | $99,078+1.2% | $96,544+3.8% | $74,419+34.7% |
| Participation rate | 64.1% | 80.7%-16.6pp | 76.0%-11.9pp | 70.7%-6.6pp |
| Annual return | 17.50% | 22.48%-5.0pp | 25.84%-8.3pp | 34.38%-16.9pp |
| Employer contribution / active EE | $2,182 | $2,570-15.1% | $2,965-26.4% | $2,637-17.3% |
| Participant deferral / active EE | $3,859 | $4,933-21.8% | $4,851-20.5% | $4,528-14.8% |
| Admin fee / account holder | $149 | $225-33.8% | $8,252-98.2% | $348-57.3% |