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 |
|---|---|---|
BANCFIRST10+ years Service code 25 PO BOX 1468 · DUNCAN, OK 73534 | Directed Trustee | $75,000 |
MCAFEE & TAFT10+ years Service code 29 211 N ROBINSON 10TH FL · OKLAHOMA CITY, OK 73102 | Legal | $30,000 |
BURNS WEALTH MANAGEMENT DBA EXENCIA10+ years Service code 27 9108 N KELLEY AVE · OKLAHOMA CITY, OK 73131 | Advisory (Plan) | $25,000 |
ARLEDGE & ASSOCIATES, P.C.10+ years Service code 10 PO BOX 14890 · OKLAHOMA CITY, OK 73113 | Accounting | $13,200 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $304,091 | $89,808+238.6% | $100,391+202.9% | $77,643+291.7% |
| Participation rate | 100.0% | 81.2%+18.8pp | 81.5%+18.5pp | 70.6%+29.4pp |
| Annual return | 12.25% | 20.62%-8.4pp | 49.20%-37.0pp | 31.24%-19.0pp |
| Employer contribution / active EE | $10,052 | $3,039+230.8% | $3,942+155.0% | $2,726+268.8% |
| Participant deferral / active EE | $3,411 | $8,284-58.8% | $8,082-57.8% | $4,647-26.6% |
| Admin fee / account holder | $257 | $174+47.2% | $7,899-96.8% | $430-40.4% |