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) | $82,518 |
Service code 13 1310 KELLY AVE · EDMOND, OK 73003 | Contract Administrator | $19,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 62 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping fees; Float revenue | $11,780 |
Filed as: CAPSTONE RETIREMENT SERVICES LLC Service code 13 1310 S KELLY AVE · EDMOND, OK 73003 | Contract Administrator | $7,200 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $117 |
CAPSTONE RETIREMENT SERVICES4 years Service code 14 · EIN 26-0674136 | Plan Administrator | $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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,125 | $88,480-14.0% | $96,683-21.3% | $80,160-5.0% |
| Participation rate | 87.4% | 79.9%+7.5pp | 74.3%+13.1pp | 72.9%+14.5pp |
| Annual return | 1.07% | 22.53%-21.5pp | 35.69%-34.6pp | 40.38%-39.3pp |
| Employer contribution / active EE | $4,314 | $4,176+3.3% | $3,737+15.5% | $2,978+44.9% |
| Participant deferral / active EE | $1,182 | $3,959-70.1% | $4,878-75.8% | $5,017-76.4% |
| Admin fee / account holder | $18 | $212-91.4% | $6,730-99.7% | $145-87.4% |