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: MERRILL, LYNCH, PIERCE, FENNER & SM Service code 18 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Non-monetary compensation; Investment... | $137,533 |
SMITH, CARNEY & CO., P.C.3+ years Service code 11 · EIN 73-1225615 5100 N. BROOKLINE, SUITE 1000 · OKLAHOMA CITY, OK 731225165 | Actuarial | $29,500 |
RETIREMENT, LLC3+ years Service code 29 · EIN 26-3723532 13838 QUAIL POINTE DRIVE, SUITE B · OKLAHOMA CITY, OK 73134 | Legal | $16,685 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $44,091-100.0% | $184,886-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 4.5%-4.5pp |
| Annual return | 14.79% | 11.09%+3.7pp | 8.32%+6.5pp | 13.95%+0.8pp |
| Employer contribution / active EE | $10,549 | $10,980-3.9% | $30,793-65.7% | $16,598-36.4% |
| Participant deferral / active EE | $0 | $4,074-100.0% | $90-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,802-100.0% | $612-100.0% |