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 INC3 years Filed as: STIFEL NICOLAUS Service code 27 · EIN 43-0538770 213 NORTH THIRD STREET · MUSKOGEE, OK 74401 | Advisory (Plan) | $36,088 |
FRANK WERNTZ & AS.,INC.3 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.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,444 | $61,272-35.6% | $149,673-73.6% | $71,457-44.8% |
| Participation rate | 80.1% | 62.5%+17.6pp | 78.8%+1.4pp | 67.9%+12.2pp |
| Annual return | 7.94% | 35.85%-27.9pp | 134.42%-126.5pp | 28.85%-20.9pp |
| Employer contribution / active EE | $1,117 | $2,378-53.0% | $4,818-76.8% | $2,588-56.8% |
| Participant deferral / active EE | $1,731 | $2,917-40.6% | $5,680-69.5% | $4,289-59.6% |
| Admin fee / account holder | $319 | $1,261-74.7% | $13,210-97.6% | $1,587-79.9% |