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 BANK2 years Service code 21 · EIN 63-0371391 | Bank Trustee | $12,898 |
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 | $291,179 | $72,254+303.0% | $86,677+235.9% | $64,808+349.3% |
| Participation rate | 98.0% | 80.4%+17.6pp | 76.6%+21.5pp | 71.5%+26.6pp |
| Annual return | 54.55% | 392.42%-337.9pp | 35.91%+18.6pp | 32.82%+21.7pp |
| Employer contribution / active EE | $17,433 | $2,393+628.5% | $2,836+514.6% | $2,506+595.7% |
| Participant deferral / active EE | $0 | $4,658-100.0% | $4,656-100.0% | $4,310-100.0% |
| Admin fee / account holder | $29 | $174-83.5% | $7,493-99.6% | $188-84.7% |