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 BANK2 years Service code 21 · EIN 71-0162300 501 S. MAIN STREET · PINE BLUFF, AR 71601 | Bank Trustee | $16,333 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $40,518 | $81,474-50.3% | $133,956-69.8% | $73,488-44.9% |
| Participation rate | 71.5% | 76.4%-4.8pp | 79.8%-8.3pp | 70.7%+0.9pp |
| Annual return | 31.00% | 19.40%+11.6pp | 45.09%-14.1pp | 28.51%+2.5pp |
| Employer contribution / active EE | $2,577 | $2,209+16.7% | $3,919-34.2% | $2,270+13.5% |
| Participant deferral / active EE | $3,948 | $3,786+4.3% | $5,048-21.8% | $3,740+5.6% |
| Admin fee / account holder | $195 | $713-72.7% | $8,927-97.8% | $513-62.0% |