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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.
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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 |
|---|---|---|
Filed as: ACCESS FINANCIAL RES Service code 27 · EIN 73-1399273 3621 NW 63RD ST · OKLAHOMA CITY, OK 73116 | Advisory (Plan) | $6,603 |
ACCESS FINANCIAL RESOURCES INC3+ years Filed as: ACCESS FINANCIAL RESOURCES Service code 27 · EIN 73-1399273 3621 NW 63RD ST · OKLAHOMA CITY, OK 73116 | Advisory (Plan) | $5,759 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,795 | $50,637-27.3% | $86,590-57.5% | $62,292-40.9% |
| Participation rate | 43.4% | 67.9%-24.5pp | 73.5%-30.2pp | 69.5%-26.1pp |
| Annual return | 15.27% | 20.80%-5.5pp | 964.84%-949.6pp | 28.90%-13.6pp |
| Employer contribution / active EE | $212 | $2,075-89.8% | $2,839-92.5% | $2,042-89.6% |
| Participant deferral / active EE | $1,656 | $2,611-36.6% | $3,609-54.1% | $3,169-47.7% |
| Admin fee / account holder | $211 | $413-48.9% | $4,906-95.7% | $479-56.0% |