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 BANK6+ years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $77,388 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,656 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,448 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,095 | $92,303+26.9% | $152,466-23.2% | $86,799+34.9% |
| Participation rate | 99.1% | 81.1%+18.0pp | 78.2%+20.9pp | 72.3%+26.8pp |
| Annual return | 23.95% | 531.69%-507.7pp | 757.33%-733.4pp | 97.91%-74.0pp |
| Employer contribution / active EE | $9,423 | $3,748+151.4% | $4,327+117.8% | $2,405+291.7% |
| Participant deferral / active EE | $11,112 | $5,599+98.5% | $5,820+90.9% | $4,131+169.0% |
| Admin fee / account holder | $261 | $150+74.1% | $15,805-98.3% | $170+53.9% |