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) | $48,716 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,199 |
PLASTER & WALD CONSULTING CORP1 year Service code 99 PO BOX 245 · MUSTANG, OK 73064 | Other Fees | $5,432 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other investment fees and expenses; S... | $3,668 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $628 |
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 | $65,098 | $67,703-3.8% | $127,761-49.0% | $65,185-0.1% |
| Participation rate | 83.8% | 74.5%+9.4pp | 79.0%+4.9pp | 70.2%+13.6pp |
| Annual return | 23.25% | 24.36%-1.1pp | 26.14%-2.9pp | 29.38%-6.1pp |
| Employer contribution / active EE | $6,948 | $3,724+86.6% | $4,574+51.9% | $2,177+219.2% |
| Participant deferral / active EE | $11,692 | $4,787+144.2% | $6,021+94.2% | $3,514+232.8% |
| Admin fee / account holder | $272 | $618-56.0% | $9,395-97.1% | $847-67.9% |