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 |
|---|---|---|
BANCFIRST2+ years Service code 25 101 N. BROADWAY · OKLAHOMA CITY, OK 73102 | Directed Trustee | $82,782 |
MCAFEE & TAFT2+ years Service code 29 211 N ROBINSON 10TH FL · OKLAHOMA CITY, OK 73102 | Legal | $30,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,756 |
Service code 27 9108 N KELLEY AVE · OKLAHOMA CITY, OK 73131 | Advisory (Plan) | $25,000 |
ARLEDGE & ASSOCIATES, P.C.2+ years Service code 10 309 N. BRYANT AVE · EDMOND, OK 73034 | Accounting | $17,040 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $181,416 | $56,640+220.3% | $80,975+124.0% | $57,658+214.6% |
| Participation rate | 94.2% | 75.9%+18.3pp | 75.8%+18.4pp | 70.2%+24.0pp |
| Annual return | 6.53% | 19.97%-13.4pp | 17.10%-10.6pp | 5.13%+1.4pp |
| Employer contribution / active EE | $8,120 | $2,085+289.5% | $3,714+118.6% | $1,974+311.4% |
| Participant deferral / active EE | $1,605 | $4,944-67.5% | $5,696-71.8% | $3,061-47.6% |
| Admin fee / account holder | $316 | $87+262.3% | $5,516-94.3% | $95+233.8% |