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, NA3+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $50,981 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: BUKATY COMPANIES RETIREMENT PLAN SE Service code 27 11221 ROE AVE., STE. 200 · LEAWOOD, KS 66211 | Advisory (Plan) | $14,400 |
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 | $40,678 | $44,059-7.7% | $71,671-43.2% | $69,631-41.6% |
| Participation rate | 100.0% | 60.8%+39.2pp | 68.7%+31.3pp | 70.7%+29.3pp |
| Annual return | 18.06% | 21.97%-3.9pp | 20.65%-2.6pp | 27571.02%-27553.0pp |
| Employer contribution / active EE | $1,298 | $1,305-0.5% | $2,460-47.2% | $2,032-36.1% |
| Participant deferral / active EE | $2,727 | $2,370+15.1% | $3,438-20.7% | $3,224-15.4% |
| Admin fee / account holder | $75 | $108-30.1% | $5,558-98.6% | $110-31.9% |