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 |
|---|---|---|
Filed as: ARGENT RETIREMENT PLAN ADVISORS LL Service code 27 621 N ROBINSON STE 100 · OKLAHOMA CITY, OK 73102 | Advisory (Plan) | $25,276 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,155 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $882 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,475 | $46,423-36.5% | $75,886-61.2% | $67,579-56.4% |
| Participation rate | 44.1% | 63.1%-19.0pp | 69.3%-25.2pp | 71.3%-27.2pp |
| Annual return | 21.07% | 32.29%-11.2pp | 30.76%-9.7pp | 378.56%-357.5pp |
| Employer contribution / active EE | $346 | $1,406-75.4% | $2,500-86.1% | $2,148-83.9% |
| Participant deferral / active EE | $1,401 | $2,564-45.4% | $3,603-61.1% | $3,539-60.4% |
| Admin fee / account holder | $188 | $132+43.0% | $5,418-96.5% | $142+32.4% |