See peer percentile detail with Solo.
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 BANK4+ years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $48,246 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,888 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,911 | $62,267-53.6% | $110,238-73.8% | $55,725-48.1% |
| Participation rate | 81.5% | 78.1%+3.4pp | 79.8%+1.7pp | 70.9%+10.7pp |
| Annual return | -5.03% | -1.07%-4.0pp | 314.74%-319.8pp | 244.93%-250.0pp |
| Employer contribution / active EE | $452 | $1,941-76.7% | $3,826-88.2% | $2,078-78.3% |
| Participant deferral / active EE | $3,012 | $3,516-14.3% | $4,672-35.5% | $3,356-10.2% |
| Admin fee / account holder | $90 | $121-25.4% | $8,547-98.9% | $115-21.7% |