Filed July 6, 1994
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
Filed as: ARGENT RETIREMENT PLAN ASDVISORS LL Service code 27 621 N ROBINSON STE 100 · OKLAHOMA CITY, OK 73102 | Advisory (Plan) | $51,015 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $25,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,806 | $86,225+185.1% | $146,665+67.6% | $86,799+183.2% |
| Participation rate | 87.9% | 78.0%+10.0pp | 80.1%+7.9pp | 72.3%+15.7pp |
| Annual return | 15.19% | 31.23%-16.0pp | 22.74%-7.5pp | 97.91%-82.7pp |
| Employer contribution / active EE | $8,490 | $2,392+254.9% | $4,136+105.2% | $2,405+252.9% |
| Participant deferral / active EE | $5,526 | $4,245+30.2% | $5,506+0.4% | $4,131+33.8% |
| Admin fee / account holder | $209 | $195+7.0% | $10,280-98.0% | $170+23.2% |