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 NA8+ years Service code 15 · EIN 71-0832709 501 MAIN STREET · PINEBLUFF, AR 71611 | Recordkeeping | $37,604 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,480 | $72,607-51.1% | $90,749-60.9% | $66,914-47.0% |
| Participation rate | 74.6% | 73.7%+0.9pp | 75.7%-1.1pp | 69.8%+4.8pp |
| Annual return | -16.24% | -12.28%-4.0pp | -12.16%-4.1pp | 1.58%-17.8pp |
| Employer contribution / active EE | $968 | $2,369-59.1% | $2,921-66.9% | $2,544-62.0% |
| Participant deferral / active EE | $2,533 | $3,977-36.3% | $4,564-44.5% | $4,237-40.2% |
| Admin fee / account holder | $301 | $707-57.5% | $8,445-96.4% | $593-49.3% |