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 |
|---|---|---|
ASTEC CHARTER SCHOOLS1 year Service code 99 2401 NW 23RD ST · OKLAHOMA CITY, OK 73107 | Other Fees | $19,333 |
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,893 |
Filed as: AMERPRISE FINANCIAL SERVICES Service code 55 | Other Commissions | $6,664 |
PENSION ASSURANCE LLP1 year Filed as: PENSION SOLUTIONS Service code 13 9116 N KELLEY AVE · OKLAHOMA CITY, OK 73131 | Contract Administrator | $2,579 |
PENSION ASSURANCE LLP5+ years Filed as: PENSION SOLUTIONS, INC Service code 13 | Contract Administrator | $1,377 |
MCAFEE & TAFT1 year Service code 10 211 N ROBINSON 10TH FLOOR · OKLAHOMA CITY, OK 73102 | Accounting | $1,278 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,248 | $45,073-52.9% | $69,455-69.4% | $72,985-70.9% |
| Participation rate | 87.9% | 68.5%+19.4pp | 74.6%+13.3pp | 69.5%+18.4pp |
| Annual return | 37.22% | 22.65%+14.6pp | 28.97%+8.2pp | 81.00%-43.8pp |
| Employer contribution / active EE | $1,336 | $2,054-34.9% | $2,779-51.9% | $2,440-45.2% |
| Participant deferral / active EE | $2,076 | $2,602-20.2% | $3,535-41.3% | $3,607-42.5% |
| Admin fee / account holder | $495 | $3,056-83.8% | $3,839-87.1% | $5,124-90.3% |