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 BANK6 years Service code 21 501 MAIN STREET · PINE BLUFF, AR 71601 | Bank Trustee | $286,223 |
PCS RETIREMENT, LLC1 year Service code 37 9460 SW GEMINI DR. PMB 65198 · BEAVERTON, OR 97008 | Loan Processing | $78,881 |
Filed as: SOUTHEASTERN EMPLOYEE BENEFITS Service code 15 1175 JOHN STREET · WEST HENRIETTA, NY 14586 | Recordkeeping | $23,087 |
MATRIX TRUST COMPANY3 years Filed as: MATRIX Service code 19 717 17TH STREET SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $5,553 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,452 | $67,512-14.9% | $185,823-69.1% | $93,030-38.2% |
| Participation rate | 70.1% | 67.1%+3.0pp | 81.7%-11.6pp | 73.9%-3.8pp |
| Annual return | 11.55% | 21.04%-9.5pp | 122.05%-110.5pp | 158.70%-147.1pp |
| Employer contribution / active EE | $1,421 | $1,783-20.3% | $5,167-72.5% | $2,706-47.5% |
| Participant deferral / active EE | $2,404 | $3,035-20.8% | $5,568-56.8% | $4,562-47.3% |
| Admin fee / account holder | $178 | $318-43.8% | $16,237-98.9% | $152+17.6% |