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 NA2+ years Filed as: SIMMONS FIRST TRUST COMPANY Service code 19 · EIN 71-0832709 501 S MAIN STREETAD · PINE BLUFFK, AR 71601 | Securities Custodian | $1,984 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,554 | $74,089-66.9% | $133,980-81.7% | $55,167-55.5% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.1%+12.9pp | 69.0%+31.0pp |
| Annual return | 5.50% | 12.11%-6.6pp | 29.30%-23.8pp | 169.23%-163.7pp |
| Employer contribution / active EE | $2,132 | $3,064-30.4% | $5,211-59.1% | $1,963+8.6% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $6,282-100.0% | $3,054-100.0% |
| Admin fee / account holder | $359 | $458-21.7% | $9,324-96.2% | $504-28.8% |