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 9-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 BANK3 years Filed as: REGIONS BANK DBA REGIONS TRUST Service code 27 1900 5TH AVE N 25TH FL · BIRMINGHAM, AL 35203 | Advisory (Plan) | $33,035 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,178 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,856 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $400 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,006 | $44,764+47.5% | $68,791-4.0% | $64,808+1.8% |
| Participation rate | 43.6% | 64.8%-21.1pp | 69.0%-25.4pp | 71.5%-27.8pp |
| Annual return | -14.46% | -10.91%-3.6pp | -6.38%-8.1pp | 32.82%-47.3pp |
| Employer contribution / active EE | $1,952 | $1,775+10.0% | $2,655-26.5% | $2,506-22.1% |
| Participant deferral / active EE | $3,338 | $3,238+3.1% | $3,941-15.3% | $4,310-22.6% |
| Admin fee / account holder | $429 | $151+183.6% | $4,932-91.3% | $188+128.5% |