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 |
|---|---|---|
SUMMIT FINANCIAL CORPORATION1+ years Filed as: THE SUMMIT GROUP Service code 13 1900 NW EXPRESSWAY, SUITE 840 · OKLAHOMA CITY, OK 73118 | Contract Administrator | $30,422 |
H BECK INC1+ years Filed as: H BECK INC. Service code 55 11140 ROCKVILLE PIKE 4TH FL · ROCKVILLE, MD 20852 | Other Commissions | $15,636 |
FINLEY & COOK1+ years Filed as: FINLEY & COOK PLLC Service code 10 PO BOX 1447 · SHAWNEE, OK 74802 | Accounting | $9,500 |
Filed as: GREAT WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,563 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,517 |
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 | $37,275 | $68,413-45.5% | $123,104-69.7% | $55,191-32.5% |
| Participation rate | 76.1% | 84.5%-8.4pp | 86.8%-10.7pp | 69.2%+6.9pp |
| Annual return | -1.23% | 6.30%-7.5pp | 13.22%-14.4pp | 10.78%-12.0pp |
| Employer contribution / active EE | $1,970 | $3,050-35.4% | $5,151-61.8% | $1,899+3.7% |
| Participant deferral / active EE | $4,711 | $4,490+4.9% | $6,230-24.4% | $3,046+54.6% |
| Admin fee / account holder | $74 | $88-16.0% | $9,015-99.2% | $91-18.8% |