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 BANK10+ years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $39,699 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $38,431 |
SENTINEL PENSION LLC7 years Filed as: SENTINEL PENSION, LLC Service code 15 · EIN 46-0570503 | Recordkeeping | $18,077 |
Filed as: TRANSAMERICA TRUST COMPANY Service code 21 · EIN 42-0947998 | Bank Trustee | $167 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,228 | $73,360-26.1% | $177,989-69.5% | $74,495-27.2% |
| Participation rate | 67.3% | 66.6%+0.7pp | 77.1%-9.8pp | 67.2%+0.1pp |
| Annual return | 8.87% | 17.49%-8.6pp | 294.48%-285.6pp | 1364.94%-1356.1pp |
| Employer contribution / active EE | $1,570 | $2,216-29.2% | $3,949-60.2% | $2,623-40.2% |
| Participant deferral / active EE | $3,804 | $4,513-15.7% | $6,276-39.4% | $4,346-12.5% |
| Admin fee / account holder | $599 | $1,808-66.9% | $10,363-94.2% | $1,942-69.2% |