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 BANK3+ years Filed as: REGIONS BANK 63-0371391 Service code 27 | Advisory (Plan) | $5,174 |
AXA EQUITABLE LIFE INSURANCE CO4+ years Filed as: AXA EQUITABLE INSURANCE COMPANY Service code 25 · EIN 13-5570651 PO BOX 4956 · SYRACUSE, NY 13221 | Directed Trustee | $1,862 |
Filed as: ADMIN PARTNERS LLC 26-3310639 Service code 13 | Contract Administrator | $391 |
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 | $76,000-100.0% | $154,107-100.0% | $64,186-100.0% |
| Participation rate | 0.0% | 70.4%-70.4pp | 83.0%-83.0pp | 69.6%-69.6pp |
| Annual return | -1.82% | 30.32%-32.1pp | 735.12%-736.9pp | 7.63%-9.4pp |
| Employer contribution / active EE | $1,332 | $3,351-60.3% | $5,298-74.9% | $2,381-44.1% |
| Participant deferral / active EE | $1,456 | $3,175-54.1% | $5,081-71.3% | $3,470-58.0% |
| Admin fee / account holder | $0 | $5,596-100.0% | $13,411-100.0% | $4,888-100.0% |