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 9-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 |
|---|---|---|
Filed as: SIMMONS FIRST TRUST COMPANY Service code 27 · EIN 71-0612300 | Advisory (Plan) | $53,762 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,776 | $88,083-8.3% | $164,813-51.0% | $74,495+8.4% |
| Participation rate | 75.2% | 73.0%+2.2pp | 78.6%-3.4pp | 67.2%+8.0pp |
| Annual return | 9.53% | 17.26%-7.7pp | 69.93%-60.4pp | 1364.94%-1355.4pp |
| Employer contribution / active EE | $805 | $2,593-68.9% | $4,341-81.5% | $2,623-69.3% |
| Participant deferral / active EE | $3,352 | $4,498-25.5% | $6,031-44.4% | $4,346-22.9% |
| Admin fee / account holder | $467 | $2,234-79.1% | $12,690-96.3% | $1,942-75.9% |