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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK2+ years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $37,393 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,994 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $27,203 | $107,378-74.7% | $108,579-74.9% | $57,658-52.8% |
| Participation rate | 81.5% | 77.1%+4.4pp | 79.6%+1.9pp | 70.2%+11.3pp |
| Annual return | 6.80% | 12.80%-6.0pp | -51.70%+58.5pp | 5.13%+1.7pp |
| Employer contribution / active EE | $373 | $1,782-79.1% | $3,758-90.1% | $1,974-81.1% |
| Participant deferral / active EE | $2,557 | $3,221-20.6% | $4,311-40.7% | $3,061-16.5% |
| Admin fee / account holder | $71 | $108-34.4% | $7,645-99.1% | $95-24.8% |