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) | $51,987 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $33,165 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $272,513 | $89,436+204.7% | $164,813+65.3% | $77,643+251.0% |
| Participation rate | 92.9% | 78.6%+14.3pp | 78.6%+14.3pp | 70.6%+22.4pp |
| Annual return | 19.44% | 28.83%-9.4pp | 69.93%-50.5pp | 31.24%-11.8pp |
| Employer contribution / active EE | $6,781 | $2,569+164.0% | $4,341+56.2% | $2,726+148.8% |
| Participant deferral / active EE | $5,484 | $4,897+12.0% | $6,031-9.1% | $4,647+18.0% |
| Admin fee / account holder | $239 | $339-29.5% | $12,690-98.1% | $430-44.4% |