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 |
|---|---|---|
Filed as: FIRST NATIONAL BANK OF FORT SMITH Service code 15 · EIN 71-0058845 | Recordkeeping | $21,184 |
PRONVEST2 years Service code 28 · EIN 62-1823351 | Investment Management | $7,290 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $48,021 | $58,879-18.4% | $178,490-73.1% | $73,488-34.7% |
| Participation rate | 53.9% | 66.2%-12.3pp | 81.9%-28.0pp | 70.7%-16.8pp |
| Annual return | 9.46% | 24.86%-15.4pp | 151.07%-141.6pp | 28.51%-19.1pp |
| Employer contribution / active EE | $831 | $2,236-62.8% | $5,011-83.4% | $2,270-63.4% |
| Participant deferral / active EE | $1,073 | $2,567-58.2% | $5,202-79.4% | $3,740-71.3% |
| Admin fee / account holder | $239 | $400-40.3% | $13,984-98.3% | $513-53.4% |