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 FIRST TRUST COMPANY NA5+ years Service code 15 · EIN 71-0832709 501 MAIN STREET · PINE BLUFF, AR 71611 | Recordkeeping | $36,567 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,972 | $66,310-42.7% | $93,606-59.4% | $65,185-41.7% |
| Participation rate | 68.3% | 74.0%-5.6pp | 75.8%-7.5pp | 70.2%-1.9pp |
| Annual return | 17.57% | 42.58%-25.0pp | 32.76%-15.2pp | 29.38%-11.8pp |
| Employer contribution / active EE | $766 | $2,012-61.9% | $2,718-71.8% | $2,177-64.8% |
| Participant deferral / active EE | $2,071 | $3,342-38.0% | $4,069-49.1% | $3,514-41.1% |
| Admin fee / account holder | $313 | $6,897-95.5% | $7,888-96.0% | $847-63.1% |