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 LLC Service code 27 621 N ROBINSON STE 100 · OKLAHOMA CITY, OK 73102 | Advisory (Plan) | $85,699 |
CAPSTONE RETIREMENT SERVICES2 years Filed as: CAPSTONE RETIREMENT SERVICES LLC Service code 13 1310 S KELLY AVE · EDMOND, OK 73003 | Contract Administrator | $15,800 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,979 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $500 |
Participant contribution per participant 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 | $78,792 | $241,101-67.3% | $103,333-23.7% | $199,593-60.5% |
| Participation rate | 85.2% | 78.3%+6.9pp | 74.5%+10.7pp | 72.0%+13.2pp |
| Annual return | 14.72% | 17.80%-3.1pp | 24.88%-10.2pp | 34.25%-19.5pp |
| Employer contribution / active EE | $4,483 | $4,244+5.6% | $3,868+15.9% | $3,034+47.7% |
| Participant deferral / active EE | $1,230 | $3,958-68.9% | $5,057-75.7% | $5,087-75.8% |
| Admin fee / account holder | $51 | $288-82.2% | $8,355-99.4% | $269-81.0% |