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 INC5 years Filed as: STIFEL NICOLAUS Service code 27 · EIN 43-0538770 213 N THIRD STREET · MUSKOGEE, OK 74401 | Advisory (Plan) | $41,750 |
Filed as: FRANK WERNTZ & ASSOCIATES, INC. Service code 17 · EIN 73-1522738 419 W. BROADWAY STREET · MUSKOGEE, OK 74401 | Pension Consulting | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,058 | $49,915-13.7% | $154,803-72.2% | $74,304-42.1% |
| Participation rate | 78.9% | 54.0%+24.9pp | 78.1%+0.8pp | 60.3%+18.5pp |
| Annual return | 13.10% | 34.06%-21.0pp | 58.88%-45.8pp | 29.43%-16.3pp |
| Employer contribution / active EE | $1,556 | $1,611-3.4% | $4,305-63.9% | $2,241-30.6% |
| Participant deferral / active EE | $2,160 | $2,255-4.2% | $5,540-61.0% | $3,767-42.7% |
| Admin fee / account holder | $281 | $2,189-87.2% | $14,329-98.0% | $2,969-90.5% |