Filed June 12, 2017 (most recent of 2 filings on file)
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 |
|---|---|---|
BMO HARRIS BANK NA3 years Filed as: BMO HARRIS BANK Service code 51 · EIN 13-2726734 | Investment Mgmt Fees | $203,183 |
Filed as: FINANCIAL SOLUTIONS INC Service code 51 · EIN 73-1478975 320 SOUTH BOSTON AVENUE SUITE 1130 · TULSA, OK 74103 | Investment Mgmt Fees | $195,356 |
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 5 CONCOURSE PARKWAY 18TH FLOOR · ATLANTA, GA 30328 | Actuarial | $106,200 |
Filed as: ARISTOTLE CAPITAL MANAGMENT, LLC Service code 51 · EIN 20-4471997 489 FIFTH AVE 10TH FLOOR · NEW YORK, NY 10017 | Investment Mgmt Fees | $28,750 |
ARVEST ASSET MANAGEMENT1 year Filed as: ARVEST BANK Service code 10 · EIN 71-0489455 | Accounting | $9,000 |
HOGANTAYLOR LLP4 years Service code 10 · EIN 73-1413977 2222 SOUTH UTICA PL., STE. 200 · TULSA, OK 74114 | Accounting | $8,621 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $213,834-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 0.0%0pp |
| Annual return | -11.85% | 1.88%-13.7pp | -5.16%-6.7pp | 2.77%-14.6pp |
| Employer contribution / active EE | $0 | $8,732-100.0% | $31,020-100.0% | $15,262-100.0% |
| Participant deferral / active EE | $0 | $482-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $2,852-100.0% | $1,015-100.0% |