Filed September 9, 1996
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,372 |
REGIONS BANK1 year Service code 27 · EIN 63-0371391 | Advisory (Plan) | $6,245 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $47,766 | $32,865+45.3% | $75,826-37.0% | $56,287-15.1% |
| Participation rate | 51.2% | 53.0%-1.8pp | 68.2%-17.0pp | 69.9%-18.7pp |
| Annual return | -2.78% | -5.01%+2.2pp | 1914.15%-1916.9pp | -9.96%+7.2pp |
| Employer contribution / active EE | $2 | $891-99.8% | $1,913-99.9% | $2,111-99.9% |
| Participant deferral / active EE | $2,065 | $1,683+22.7% | $2,862-27.9% | $3,350-38.4% |
| Admin fee / account holder | $183 | $185-0.9% | $4,726-96.1% | $521-64.9% |