See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FORVIS MAZARS, LLP1 year Service code 15 · EIN 44-0160260 910 E ST. LOUIS ST · SPRINGFIELD, MO 65806 | Recordkeeping | $175,350 |
DAVID L BRUMLEY1 year Service code 99 · EIN 26-4318955 3340 PIERLUISSI PATH · THE VILLAGES, FL 32163 | Other Fees | $128,000 |
JEFF BARNES1 year Filed as: JEFF REASOR Service code 99 · EIN 26-4318955 718 S EAST AVE · TAHLEQUAH, OK 74464 | Other Fees | $128,000 |
Filed as: JOHN WALTERS Service code 99 · EIN 26-4318955 2134 ASCOT RD · ANN ARBOR, MI 48103 | Other Fees | $128,000 |
WEALTHSOUTH1 year Service code 21 · EIN 61-1102534 1818 WALLACE COURT, SUITE C202 · BOWLING GREEN, KY 42103 | Bank Trustee | $73,000 |
MCAFEE & TAFT1 year Filed as: MCAFEE & TAFT A PROFESSIONAL CORPOR Service code 29 · EIN 73-0781676 8TH FLOOR, TWO LEADERSHIP SQUARE · OKLAHOMA CITY, OK 731027103 | Legal | $70,705 |
EIDE BAILLY LLP1 year Service code 10 · EIN 45-0250958 810 CINCINNATI AVE, STE. 600 · TULSA, OK 741191623 | Accounting | $32,000 |
Service code 73 · EIN 25-1753655 ARGO DEDUCTIBLE RECOVERY GROUP · HERMITAGE, PA 161481068 | Other insurance fees and expenses | $10,000 |
Service code 34 · EIN 36-4799908 150 SOUTH FIFTH ST. SUITE 2700 · MINNEAPOLIS, MN 554023601 | Valuation (appraisals, etc.) | $6,000 |
Service code 49 · EIN 26-3849976 AUTOMATED MAIL SERVICE · TULSA, OK 74170 | Other Services | $5,363 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $117,983-100.0% | $101,794-100.0% | $142,382-100.0% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.2%-69.2pp | 80.1%-80.1pp |
| Annual return | 0.42% | 36.92%-36.5pp | 30.53%-30.1pp | 217.08%-216.7pp |
| Employer contribution / active EE | $0 | $2,773-100.0% | $2,289-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $0 | $4,714-100.0% | $4,084-100.0% | $6,507-100.0% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |