Filed December 8, 2015
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA2 years Service code 19 PO BOX 880 · TULSA, OK 74101 | Securities Custodian | $8,488 |
HAYNIE & COMPANY1 year Service code 10 · EIN 87-0325228 | Accounting | $8,250 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,190 | $122,259-94.9% | $147,005-95.8% | $199,768-96.9% |
| Participation rate | 8.0% | 78.3%-70.3pp | 82.2%-74.2pp | 72.0%-64.1pp |
| Annual return | 19.77% | 30.58%-10.8pp | 418.76%-399.0pp | 34.26%-14.5pp |
| Employer contribution / active EE | $2,811 | $4,097-31.4% | $4,934-43.0% | $3,037-7.4% |
| Participant deferral / active EE | $321 | $8,504-96.2% | $8,070-96.0% | $5,090-93.7% |
| Admin fee / account holder | $10 | $179-94.5% | $13,006-99.9% | $269-96.4% |