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 |
|---|---|---|
STIFEL NICOLAUS & CO INC2 years Filed as: STIFEL NICOLAUS Service code 27 · EIN 43-0538770 213 NORTH THIRD STREET · MUSKOGEE, OK 74401 | Advisory (Plan) | $38,468 |
FRANK WERNTZ & AS.,INC.2 years Service code 17 · EIN 73-1522738 419 W BROADWAY ST STE 201 · MUSKOGEE, OK 744016632 | Pension Consulting | $0 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,646 | $65,061-39.1% | $143,757-72.4% | $66,914-40.8% |
| Participation rate | 80.4% | 65.2%+15.2pp | 80.3%+0.1pp | 69.8%+10.6pp |
| Annual return | -1.05% | -11.14%+10.1pp | -0.04%-1.0pp | 1.58%-2.6pp |
| Employer contribution / active EE | $1,218 | $2,361-48.4% | $4,951-75.4% | $2,544-52.1% |
| Participant deferral / active EE | $1,819 | $2,919-37.7% | $5,637-67.7% | $4,237-57.1% |
| Admin fee / account holder | $366 | $502-27.0% | $14,673-97.5% | $593-38.2% |