Filed April 2, 2008 (most recent of 2 filings on file)
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, NA1+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $48,612 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: BUKATY COMPANIES RETIREMENT PLAN SE Service code 27 11221 ROE AVE., STE. 200 · LEAWOOD, KS 66211 | Advisory (Plan) | $14,520 |
HOGANTAYLOR LLP1+ years Service code 10 · EIN 74-1413977 | Accounting | $12,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,768 | $39,458-1.7% | $60,547-36.0% | $55,191-29.8% |
| Participation rate | 99.8% | 59.6%+40.2pp | 68.0%+31.9pp | 69.2%+30.7pp |
| Annual return | -0.76% | 3.35%-4.1pp | 335.64%-336.4pp | 10.78%-11.5pp |
| Employer contribution / active EE | $2,253 | $1,210+86.2% | $2,419-6.9% | $1,899+18.6% |
| Participant deferral / active EE | $2,710 | $2,140+26.6% | $3,328-18.6% | $3,046-11.0% |
| Admin fee / account holder | $140 | $95+46.8% | $4,536-96.9% | $91+53.9% |