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 ADVISORS LLC Service code 27 621 N ROBINSON STE 100 · OKLAHOMA CITY, OK 73102 | Advisory (Plan) | $49,445 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $29,958 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,935 | $91,372+163.7% | $129,995+85.3% | $74,419+223.8% |
| Participation rate | 90.7% | 77.8%+12.9pp | 78.5%+12.2pp | 70.7%+20.0pp |
| Annual return | 20.79% | 23.21%-2.4pp | -137.18%+158.0pp | 34.38%-13.6pp |
| Employer contribution / active EE | $10,168 | $2,563+296.6% | $4,320+135.4% | $2,637+285.5% |
| Participant deferral / active EE | $5,965 | $4,721+26.4% | $5,820+2.5% | $4,528+31.7% |
| Admin fee / account holder | $227 | $283-19.9% | $10,614-97.9% | $348-34.8% |