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 5-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 PO BOX 7 · FORT SMITH, AR 72902 | Recordkeeping | $22,738 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $30,409 | $48,364-37.1% | $71,796-57.6% | $62,891-51.6% |
| Participation rate | 69.4% | 60.6%+8.8pp | 69.1%+0.3pp | 69.3%+0.1pp |
| Annual return | 30.81% | 13.16%+17.7pp | 78.04%-47.2pp | 20.14%+10.7pp |
| Employer contribution / active EE | $618 | $1,042-40.7% | $1,924-67.9% | $2,281-72.9% |
| Participant deferral / active EE | $3,033 | $2,091+45.0% | $2,794+8.5% | $3,203-5.3% |
| Admin fee / account holder | $257 | $3,771-93.2% | $4,815-94.7% | $4,296-94.0% |