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 13 PO BOX 11525 · BIRMINGHAM, AL 352021525 | Contract Administrator | $18,907 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,349 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $175 |
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 | $44,246 | $58,879-24.9% | $178,490-75.2% | $73,488-39.8% |
| Participation rate | 70.1% | 66.2%+3.9pp | 81.9%-11.8pp | 70.7%-0.6pp |
| Annual return | 15.74% | 24.86%-9.1pp | 151.07%-135.3pp | 28.51%-12.8pp |
| Employer contribution / active EE | $1,260 | $2,236-43.6% | $5,011-74.8% | $2,270-44.5% |
| Participant deferral / active EE | $2,348 | $2,567-8.5% | $5,202-54.9% | $3,740-37.2% |
| Admin fee / account holder | $172 | $400-57.1% | $13,984-98.8% | $513-66.5% |