Filed March 26, 2019
Total covered: 45 employees
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 BANK1 year Service code 21 · EIN 63-0371391 | Bank Trustee | $6,767 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $272,662 | $185,342+47.1% | $111,297+145.0% | $86,799+214.1% |
| Participation rate | 98.1% | 81.0%+17.1pp | 77.3%+20.7pp | 72.3%+25.8pp |
| Annual return | 18.54% | 500.80%-482.3pp | 54.65%-36.1pp | 97.91%-79.4pp |
| Employer contribution / active EE | $32,429 | $2,246+1343.8% | $2,731+1087.4% | $2,405+1248.2% |
| Participant deferral / active EE | $0 | $4,458-100.0% | $4,487-100.0% | $4,131-100.0% |
| Admin fee / account holder | $22 | $255-91.4% | $7,964-99.7% | $170-87.0% |