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 |
|---|---|---|
ARVEST ASSET MANAGEMENT2 years Filed as: ARVEST BANK Service code 27 800 N OSAGE AVE · BARTLESVILLE, OK 74029 | Advisory (Plan) | $26,596 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,506 |
PENSION ASSURANCE LLP1 year Filed as: PENSION PLANNING CONSULTANTS INC Service code 13 6201 UPTOWN BLVD NE · ALBUQUERQUE, NM 87110 | Contract Administrator | $8,520 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,479 | $109,881-18.6% | $150,045-40.4% | $84,808+5.5% |
| Participation rate | 80.0% | 76.1%+3.9pp | 82.3%-2.3pp | 68.3%+11.7pp |
| Annual return | 14.51% | 28.25%-13.7pp | 62.55%-48.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $10,979 | $3,561+208.3% | $4,693+133.9% | $2,631+317.3% |
| Participant deferral / active EE | $10,536 | $6,636+58.8% | $7,997+31.8% | $4,212+150.2% |
| Admin fee / account holder | $467 | $8,568-94.5% | $13,435-96.5% | $7,344-93.6% |