No issues reported
Poe, Ltd.
73-1293747· Oklahoma City, OK· 2025 filing· vs 17,094 plans your size in your industry
A
0/100
Overall grade
Strong plan across the board.
–
Fees
not graded
B
Financial Wellness
A
Plan design
A
Compliance
Fees
Estimate only · not graded
Fees aren't disclosed. A typical estimate for a plan with this asset level is 40 bps, but this estimate is not graded.
Financial Wellness
Strong savings. Employees put away $11,051/employee a year. That's more than 83% of similar plans.
lower83th percentilehigher
Plan design
Covers the basics. A few high-impact features are missing.
Employer match
The plan matches employee contributions, the single strongest driver of participation and savings.
Profit sharing
The employer also makes profit-sharing contributions on top of the match.
Automatic enrollment
New hires are enrolled by default. Plans with auto-enroll see much higher participation.
Safe harbor not reported
The filing does not establish whether this plan uses a safe harbor design, so it does not affect the grade.
Default investment (QDIA)
Employees who never pick investments land in a sensible default, usually a target-date fund, instead of cash.
No brokerage window
Employees can only invest through the plan's core fund menu. A brokerage window opens the wider market for people who want more control.
Compliance & health
No compliance issues reported on the latest filing.
No issues reported
The latest public filing does not report any of the compliance issues this grade checks.
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Recordkeeper
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Key insights
- Strongest area: compliance & health. No compliance issues reported on the latest filing.
- Best place to improve: financial wellness. Strong savings. Employees put away $11,051/employee a year. That's more than 83% of similar plans.
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