Filed August 8, 2013
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 NA1+ years Filed as: SIMMONS FIRST TRUST COMPANY Service code 19 · EIN 71-0832709 501 S MAIN STREETAD · PINE BLUFFK, AR 71601 | Securities Custodian | $7,673 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,514 | $70,667-69.6% | $123,104-82.5% | $52,331-58.9% |
| Participation rate | 99.6% | 83.7%+15.9pp | 86.8%+12.8pp | 68.1%+31.5pp |
| Annual return | -0.77% | 6.23%-7.0pp | 13.22%-14.0pp | 4.54%-5.3pp |
| Employer contribution / active EE | $1,703 | $2,946-42.2% | $5,151-66.9% | $1,882-9.5% |
| Participant deferral / active EE | $0 | $4,493-100.0% | $6,230-100.0% | $3,022-100.0% |
| Admin fee / account holder | $361 | $506-28.8% | $9,015-96.0% | $592-39.0% |