See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON5 years Filed as: BANK OF NEW YORK MELLON Service code 27 · EIN 13-2614959 PO BOX 2034 · JERSEY CITY, NJ 07303 | Advisory (Plan) | $13,470 |
STEPHENS INC7 years Filed as: STEPHENS INVESTMENTS Service code 27 · EIN 71-0641478 111 CENTER STREET · LITTLE ROCK, AR 72201 | Advisory (Plan) | $8,341 |
LANDMARK PLC, CPAS7 years Service code 10 · EIN 71-0355269 200 W CAPITOL AVE, STE 1700 · LITTLE ROCK, AR 72201 | Accounting | $7,548 |
Service code 27 · EIN 71-0714016 401 W. CAPITOL, SUITE 503 · LITTLE ROCK, AR 72201 | Advisory (Plan) | $6,404 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $33,012 | $79,013-58.2% | $100,391-67.1% | $74,495-55.7% |
| Participation rate | 99.4% | 79.5%+19.9pp | 81.5%+17.9pp | 67.2%+32.2pp |
| Annual return | 13.51% | 20.41%-6.9pp | 49.20%-35.7pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $2,048 | $3,021-32.2% | $3,942-48.0% | $2,623-21.9% |
| Participant deferral / active EE | $0 | $7,760-100.0% | $8,082-100.0% | $4,346-100.0% |
| Admin fee / account holder | $133 | $1,320-89.9% | $7,899-98.3% | $1,942-93.2% |