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 |
|---|---|---|
SIMMONS FIRST TRUST COMPANY NA11+ years Service code 15 · EIN 71-0832709 501 MAIN STREET · PINEBLUFF, AR 71611 | Recordkeeping | $48,852 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,333 | $84,556-48.8% | $116,228-62.7% | $74,304-41.7% |
| Participation rate | 68.3% | 66.0%+2.3pp | 74.6%-6.2pp | 60.3%+8.0pp |
| Annual return | 13.11% | 18.35%-5.2pp | 90.06%-77.0pp | 29.43%-16.3pp |
| Employer contribution / active EE | $1,056 | $2,168-51.3% | $2,994-64.7% | $2,241-52.9% |
| Participant deferral / active EE | $2,456 | $3,814-35.6% | $4,953-50.4% | $3,767-34.8% |
| Admin fee / account holder | $315 | $3,792-91.7% | $11,989-97.4% | $2,969-89.4% |