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 |
|---|---|---|
Filed as: FULL SAIL CAPITAL Service code 27 124 NW 10TH STREET · OKLAHOMA CITY, OK 73103 | Advisory (Plan) | $6,044 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $5,235 |
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 | $25,309 | $49,915-49.3% | $154,803-83.7% | $74,304-65.9% |
| Participation rate | 100.0% | 54.0%+46.0pp | 78.1%+21.9pp | 60.3%+39.7pp |
| Annual return | 14.28% | 34.06%-19.8pp | 58.88%-44.6pp | 29.43%-15.1pp |
| Employer contribution / active EE | $1,759 | $1,611+9.2% | $4,305-59.1% | $2,241-21.5% |
| Participant deferral / active EE | $2,827 | $2,255+25.4% | $5,540-49.0% | $3,767-25.0% |
| Admin fee / account holder | $55 | $2,189-97.5% | $14,329-99.6% | $2,969-98.1% |