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 BANK5 years Service code 21 501 MAIN STREET · PINE BLUFF, AR 71601 | Bank Trustee | $242,574 |
ASPIRE FINANCIAL SERVICES2 years Filed as: ASPIRE FINANCIAL Service code 37 4010 BOY SCOUT BLVD · TAMPA, FL 33607 | Loan Processing | $93,444 |
Filed as: SOUTHEASTERN EMPLOYEE BENEFITS Service code 15 1175 JOHN STREET · WEST HENRIETTA, NY 14586 | Recordkeeping | $19,427 |
MATRIX TRUST COMPANY2 years Filed as: MATRIX Service code 19 717 17TH STREET SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $9,840 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,066 | $56,095+1.7% | $178,490-68.0% | $90,288-36.8% |
| Participation rate | 97.0% | 65.6%+31.4pp | 81.9%+15.1pp | 73.4%+23.6pp |
| Annual return | 20.17% | 28.81%-8.6pp | 151.07%-130.9pp | 53.97%-33.8pp |
| Employer contribution / active EE | $1,111 | $1,572-29.3% | $5,011-77.8% | $2,524-56.0% |
| Participant deferral / active EE | $2,771 | $2,669+3.8% | $5,202-46.7% | $4,232-34.5% |
| Admin fee / account holder | $171 | $101+69.9% | $13,984-98.8% | $114+50.0% |