Filed October 12, 2001 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 year Service code 27 · EIN 63-0371391 | Advisory (Plan) | $32,488 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $15,159 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $124,720 | $61,616+102.4% | $105,722+18.0% | $55,167+126.1% |
| Participation rate | 100.0% | 72.9%+27.1pp | 78.9%+21.1pp | 69.0%+31.0pp |
| Annual return | 8.41% | 11.15%-2.7pp | 12.25%-3.8pp | 169.23%-160.8pp |
| Employer contribution / active EE | $5,639 | $3,043+85.3% | $4,079+38.3% | $1,963+187.4% |
| Participant deferral / active EE | $9,592 | $4,213+127.7% | $5,326+80.1% | $3,054+214.1% |
| Admin fee / account holder | $338 | $379-10.7% | $8,308-95.9% | $504-32.9% |