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 |
|---|---|---|
BANCFIRST9+ years Service code 25 PO BOX 1468 · DUNCAN, OK 73534 | Directed Trustee | $75,000 |
MCAFEE & TAFT9+ 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 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,080 | $89,282+163.3% | $94,646+148.4% | $74,419+215.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 70.7%+29.3pp |
| Annual return | 14.92% | 25.96%-11.0pp | 156.71%-141.8pp | 34.38%-19.5pp |
| Employer contribution / active EE | $9,685 | $3,022+220.5% | $3,672+163.8% | $2,637+267.2% |
| Participant deferral / active EE | $2,838 | $8,425-66.3% | $7,418-61.7% | $4,528-37.3% |
| Admin fee / account holder | $198 | $219-9.4% | $7,231-97.3% | $348-43.0% |