Filed December 30, 1992
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 |
|---|---|---|
SIMMONS BANK4 years Service code 19 501 MAIN STREET · PINE BLUFF, AR 71601 | Securities Custodian | $218,368 |
Filed as: ASPIRE FINANCIAL Service code 37 4010 BOY SCOUT BLVD · TAMPA, FL 33607 | Loan Processing | $91,656 |
Filed as: SOUTHEASTERN EMPLOYEE BENEFITS Service code 15 1175 JOHN STREET · WEST HENRIETTA, NY 14586 | Recordkeeping | $17,634 |
MATRIX TRUST COMPANY1 year Filed as: MATRIX Service code 19 717 17TH STREET SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $8,817 |
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 | $51,482 | $47,456+8.5% | $172,739-70.2% | $77,787-33.8% |
| Participation rate | 99.7% | 66.3%+33.4pp | 82.6%+17.0pp | 73.2%+26.5pp |
| Annual return | 22.33% | 35.57%-13.2pp | 802.84%-780.5pp | 32.57%-10.2pp |
| Employer contribution / active EE | $2,233 | $1,574+41.9% | $5,143-56.6% | $2,504-10.8% |
| Participant deferral / active EE | $2,828 | $2,560+10.5% | $5,198-45.6% | $3,967-28.7% |
| Admin fee / account holder | $167 | $81+106.0% | $13,954-98.8% | $100+66.4% |