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 BANK8 years Service code 21 501 MAIN STREET · PINE BLUFF, AR 71601 | Bank Trustee | $258,014 |
PCS RETIREMENT, LLC3 years Service code 37 9460 SW GEMINI DR. PMB 65198 · BEAVERTON, OR 97008 | Loan Processing | $150,075 |
Filed as: SOUTHEASTERN EMPLOYEE BENEFITS Service code 15 1175 JOHN STREET · WEST HENRIETTA, NY 14586 | Recordkeeping | $14,864 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,138 | $50,127-13.9% | $149,673-71.2% | $80,160-46.2% |
| Participation rate | 99.9% | 64.3%+35.7pp | 78.8%+21.2pp | 72.9%+27.0pp |
| Annual return | 20.53% | 29.82%-9.3pp | 134.42%-113.9pp | 40.38%-19.9pp |
| Employer contribution / active EE | $2,017 | $1,865+8.2% | $4,818-58.1% | $2,978-32.3% |
| Participant deferral / active EE | $3,483 | $3,194+9.1% | $5,680-38.7% | $5,017-30.6% |
| Admin fee / account holder | $97 | $153-36.8% | $13,210-99.3% | $145-33.4% |