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 Filed as: REGIONS BANK 63-0371391 Service code 27 | Advisory (Plan) | $3,391 |
AXA EQUITABLE LIFE INSURANCE CO3+ years Filed as: AXA EQUITABLE INSURANCE COMPANY Service code 25 · EIN 13-5570651 PO BOX 4956 · SYRACUSE, NY 13221 | Directed Trustee | $2,907 |
Filed as: ADMIN PARTNERS LLC 26-3310639 Service code 13 | Contract Administrator | $201 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $0 | $55,453-100.0% | $170,442-100.0% | $62,292-100.0% |
| Participation rate | 0.0% | 66.4%-66.4pp | 83.6%-83.6pp | 69.5%-69.5pp |
| Annual return | 8.17% | 21.38%-13.2pp | 205.93%-197.8pp | 28.90%-20.7pp |
| Employer contribution / active EE | $1,253 | $2,164-42.1% | $5,433-76.9% | $2,042-38.7% |
| Participant deferral / active EE | $1,343 | $2,303-41.7% | $4,939-72.8% | $3,169-57.6% |
| Admin fee / account holder | $0 | $455-100.0% | $13,880-100.0% | $479-100.0% |