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 BANK1 year Filed as: SIMMONS BANK INSTITUTIONAL WEALTH Service code 26 · EIN 71-0162300 501 MAIN STREET · PINE BLUFF, AR 71601 | Advisory (Participants) | $260,273 |
PCS RETIREMENT, LLC4 years Service code 37 9460 SW GEMINI DR. PMB 65198 · BEAVERTON, OR 97008 | Loan Processing | $38,177 |
Service code 37 · EIN 04-2647786 | Loan Processing | $36,229 |
MATRIX TRUST COMPANY6 years Filed as: MATRIX Service code 19 717 17TH STREET SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $33,863 |
Filed as: SOUTHEASTERN EMPLOYEE BENEFITS Service code 15 1175 JOHN STREET · WEST HENRIETTA, NY 14586 | Recordkeeping | $11,962 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $963 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,693 | $53,136+25.5% | $155,509-57.1% | $199,593-66.6% |
| Participation rate | 94.7% | 64.1%+30.6pp | 78.2%+16.5pp | 72.0%+22.7pp |
| Annual return | 13.88% | 41.15%-27.3pp | 64.67%-50.8pp | 34.25%-20.4pp |
| Employer contribution / active EE | $2,111 | $1,851+14.0% | $4,672-54.8% | $3,034-30.4% |
| Participant deferral / active EE | $3,746 | $3,161+18.5% | $5,626-33.4% | $5,087-26.4% |
| Admin fee / account holder | $196 | $185+5.5% | $15,912-98.8% | $269-27.2% |