Filed March 1, 2004 (most recent of 2 filings on file)
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 LL Service code 27 621 N ROBINSON STE 100 · OKLAHOMA CITY, OK 73102 | Advisory (Plan) | $36,717 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,626 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,719 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,280 | $98,982-21.9% | $162,163-52.3% | $65,185+18.6% |
| Participation rate | 97.1% | 85.8%+11.3pp | 87.6%+9.5pp | 70.2%+26.9pp |
| Annual return | 20.10% | 24.84%-4.7pp | 115.59%-95.5pp | 29.38%-9.3pp |
| Employer contribution / active EE | $3,259 | $3,467-6.0% | $5,614-41.9% | $2,177+49.7% |
| Participant deferral / active EE | $3,992 | $5,384-25.9% | $7,298-45.3% | $3,514+13.6% |
| Admin fee / account holder | $235 | $596-60.6% | $10,843-97.8% | $847-72.3% |