Filed August 11, 2025 (most recent of 3 filings on file)
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 BANK1+ years Service code 27 · EIN 23-2384840 | Advisory (Plan) | $24,441 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $51,702 | $46,745+10.6% | $60,547-14.6% | $52,331-1.2% |
| Participation rate | 64.4% | 58.6%+5.8pp | 68.0%-3.6pp | 68.1%-3.7pp |
| Annual return | -1.33% | 0.61%-1.9pp | 335.64%-337.0pp | 4.54%-5.9pp |
| Employer contribution / active EE | $1,697 | $1,259+34.8% | $2,419-29.9% | $1,882-9.8% |
| Participant deferral / active EE | $4,691 | $2,145+118.7% | $3,328+41.0% | $3,022+55.2% |
| Admin fee / account holder | $186 | $537-65.3% | $4,536-95.9% | $592-68.5% |