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 BANK7 years Service code 21 501 MAIN STREET · PINE BLUFF, AR 71601 | Bank Trustee | $261,755 |
PCS RETIREMENT, LLC2 years Service code 37 9460 SW GEMINI DR. PMB 65198 · BEAVERTON, OR 97008 | Loan Processing | $92,093 |
Filed as: SOUTHEASTERN EMPLOYEE BENEFITS Service code 15 1175 JOHN STREET · WEST HENRIETTA, NY 14586 | Recordkeeping | $20,686 |
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 | $35,802 | $45,000-20.4% | $143,757-75.1% | $77,904-54.0% |
| Participation rate | 99.8% | 66.8%+33.0pp | 80.3%+19.5pp | 73.7%+26.1pp |
| Annual return | -20.52% | 29.03%-49.5pp | -0.04%-20.5pp | 12.21%-32.7pp |
| Employer contribution / active EE | $1,948 | $1,870+4.2% | $4,951-60.6% | $2,848-31.6% |
| Participant deferral / active EE | $3,237 | $3,157+2.6% | $5,637-42.6% | $4,806-32.6% |
| Admin fee / account holder | $138 | $98+40.6% | $14,673-99.1% | $133+4.4% |