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 BANK8+ years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $33,208 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $28,386 |
SENTINEL PENSION LLC5 years Filed as: SENTINEL PENSION, LLC Service code 15 · EIN 46-0570503 | Recordkeeping | $14,550 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,554 | $59,159-38.2% | $159,960-77.1% | $66,914-45.4% |
| Participation rate | 79.0% | 68.1%+10.9pp | 78.0%+1.1pp | 69.8%+9.2pp |
| Annual return | -16.76% | -12.26%-4.5pp | 408.60%-425.4pp | 1.58%-18.3pp |
| Employer contribution / active EE | $1,985 | $1,983+0.1% | $4,226-53.0% | $2,544-22.0% |
| Participant deferral / active EE | $4,520 | $4,395+2.9% | $6,182-26.9% | $4,237+6.7% |
| Admin fee / account holder | $421 | $591-28.7% | $8,698-95.2% | $593-29.0% |