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 |
|---|---|---|
Service code 13 1310 S KELLY AVE · EDMOND, OK 73003 | Contract Administrator | $109,101 |
Filed as: ARGENT RETIREMENT PLAN ADVISORS LLC Service code 27 621 N ROBINSON STE 100 · OKLAHOMA CITY, OK 73102 | Advisory (Plan) | $90,466 |
CAPSTONE RETIREMENT SERVICES3 years Filed as: CAPSTONE RETIREMENT SERVICES LLC Service code 13 1310 S KELLY AVE · EDMOND, OK 73003 | Contract Administrator | $29,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $25,675 |
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 | $85,924 | $103,641-17.1% | $107,525-20.1% | $102,872-16.5% |
| Participation rate | 98.9% | 79.4%+19.5pp | 75.1%+23.8pp | 73.0%+25.8pp |
| Annual return | 8.90% | 13.08%-4.2pp | 181.32%-172.4pp | 19.06%-10.2pp |
| Employer contribution / active EE | $5,422 | $5,096+6.4% | $3,754+44.5% | $3,526+53.8% |
| Participant deferral / active EE | $1,325 | $3,789-65.0% | $5,116-74.1% | $5,535-76.1% |
| Admin fee / account holder | $116 | $276-57.9% | $8,919-98.7% | $292-60.2% |