Filed October 13, 2021
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 9-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 |
|---|---|---|
SAGE ADVISORY SERVICES1 year Filed as: SAGE ADVISORY SERVICES, LTD CO Service code 28 · EIN 74-2798841 | Investment Management | $218,296 |
WELLS FARGO BANK, N.A.8+ years Filed as: WELLS FARGO Service code 28 · EIN 34-1542819 | Investment Management | $165,920 |
Filed as: BANK OF OKLAHOMA FINANCIAL Service code 19 · EIN 73-0780382 | Securities Custodian | $26,584 |
Filed as: PRINCIPAL Service code 25 · EIN 42-1466678 | Directed Trustee | $17,502 |
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 | $0 | $266,915-100.0% | $319,010-100.0% | $350,408-100.0% |
| Participation rate | 0.0% | 55.4%-55.4pp | 47.0%-47.0pp | 44.4%-44.4pp |
| Annual return | -2.69% | 12.39%-15.1pp | 10.22%-12.9pp | -14.65%+12.0pp |
| Employer contribution / active EE | $0 | $53,680-100.0% | $51,215-100.0% | $46,320-100.0% |
| Participant deferral / active EE | $0 | $126-100.0% | $129-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $9,726-100.0% | $10,810-100.0% | $14,631-100.0% |