Filed January 13, 2017
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 Filed as: REGIONS BANK DBA REGIONS TRUST Service code 15 · EIN 63-0371391 | Recordkeeping | $91,899 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $48,311 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,122 | $65,908-55.8% | $81,812-64.4% | $77,643-62.5% |
| Participation rate | 35.7% | 65.8%-30.1pp | 72.3%-36.7pp | 70.6%-34.9pp |
| Annual return | 14.21% | 26.64%-12.4pp | 773.79%-759.6pp | 31.24%-17.0pp |
| Employer contribution / active EE | $484 | $2,370-79.6% | $2,912-83.4% | $2,726-82.2% |
| Participant deferral / active EE | $1,659 | $3,505-52.7% | $4,319-61.6% | $4,647-64.3% |
| Admin fee / account holder | $218 | $526-58.6% | $7,386-97.0% | $430-49.3% |