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 NA6+ years Service code 15 · EIN 71-0832709 501 MAIN STREET · PINE BLUFF, AR 71611 | Recordkeeping | $35,367 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $36,369 | $70,908-48.7% | $98,907-63.2% | $73,488-50.5% |
| Participation rate | 70.3% | 73.8%-3.5pp | 76.0%-5.8pp | 70.7%-0.4pp |
| Annual return | 8.57% | 34.17%-25.6pp | 196.43%-187.9pp | 28.51%-19.9pp |
| Employer contribution / active EE | $834 | $2,036-59.1% | $2,689-69.0% | $2,270-63.3% |
| Participant deferral / active EE | $1,987 | $3,500-43.2% | $4,244-53.2% | $3,740-46.9% |
| Admin fee / account holder | $295 | $535-44.9% | $6,642-95.6% | $513-42.6% |