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: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $51,852 |
BANCFIRST1 year Service code 27 P.O. BOX 1468 · DUNCAN, OK 73534 | Advisory (Plan) | $23,463 |
Filed as: EMPLOYEE BENEFITS GROUP LLC Service code 13 | Contract Administrator | $8,603 |
EMPLOYEE BENEFITS GROUP, LLC6 years Service code 13 P.O. BOX 521093 · TULSA, OK 74152 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,399 | $91,407-17.5% | $135,903-44.5% | $71,457+5.5% |
| Participation rate | 50.7% | 75.7%-24.9pp | 81.9%-31.2pp | 67.9%-17.2pp |
| Annual return | 16.40% | 29.90%-13.5pp | 68.23%-51.8pp | 28.85%-12.5pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,614 | $7,092-77.2% | $7,758-79.2% | $4,289-62.4% |
| Admin fee / account holder | $666 | $1,266-47.4% | $10,762-93.8% | $1,587-58.1% |