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 | $17,955 |
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 | $38,235 | $51,466-25.7% | $78,778-51.5% | $62,292-38.6% |
| Participation rate | 53.3% | 59.8%-6.5pp | 69.2%-15.9pp | 69.5%-16.2pp |
| Annual return | 14.08% | 19.96%-5.9pp | 35.62%-21.5pp | 28.90%-14.8pp |
| Employer contribution / active EE | $328 | $827-60.4% | $1,986-83.5% | $2,042-83.9% |
| Participant deferral / active EE | $1,764 | $2,147-17.9% | $2,958-40.4% | $3,169-44.3% |
| Admin fee / account holder | $223 | $489-54.5% | $5,134-95.7% | $479-53.5% |