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 |
|---|---|---|
SIMMONS BANK1 year Service code 21 PO BOX 7009 · PINE BLUFF, AR 71611 | Bank Trustee | $4,835 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $3,091 | $47,977-93.6% | $154,107-98.0% | $56,287-94.5% |
| Participation rate | 90.2% | 66.2%+24.1pp | 83.0%+7.2pp | 69.9%+20.4pp |
| Annual return | -4.50% | 3.54%-8.0pp | 735.12%-739.6pp | -9.96%+5.5pp |
| Employer contribution / active EE | $183 | $2,169-91.6% | $5,298-96.5% | $2,111-91.3% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $35 | $438-91.9% | $13,411-99.7% | $521-93.2% |