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 |
|---|---|---|
BANCFIRST6+ years Service code 25 101 N. BROADWAY · OKLAHOMA CITY, OK 73102 | Directed Trustee | $75,000 |
MCAFEE & TAFT6+ years Service code 29 211 N ROBINSON 10TH FL · OKLAHOMA CITY, OK 73102 | Legal | $30,000 |
Service code 27 9108 N KELLEY AVE · OKLAHOMA CITY, OK 73131 | Advisory (Plan) | $25,000 |
ARLEDGE & ASSOCIATES, P.C.6+ years Service code 10 309 N. BRYANT AVE · EDMOND, OK 73034 | Accounting | $11,700 |
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.
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 | $247,104 | $78,781+213.7% | $100,516+145.8% | $73,409+236.6% |
| Participation rate | 91.7% | 80.0%+11.7pp | 79.4%+12.3pp | 72.2%+19.5pp |
| Annual return | 12.61% | 31.69%-19.1pp | 30.89%-18.3pp | 59.29%-46.7pp |
| Employer contribution / active EE | $8,606 | $2,420+255.7% | $3,418+151.8% | $2,234+285.3% |
| Participant deferral / active EE | $2,132 | $6,537-67.4% | $6,270-66.0% | $3,805-44.0% |
| Admin fee / account holder | $328 | $145+125.8% | $8,081-95.9% | $158+107.8% |