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, NA4+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $85,838 |
EPIC RETIREMENT PLAN SERVICES4+ years Filed as: BUKATY COMPANIES RETIREMENT PLAN SE Service code 27 11221 ROE AVE., STE. 200 · LEAWOOD, KS 66211 | Advisory (Plan) | $14,280 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,445 | $41,467-7.3% | $67,313-42.9% | $55,725-31.0% |
| Participation rate | 100.0% | 62.5%+37.5pp | 69.1%+30.9pp | 70.9%+29.1pp |
| Annual return | -10.90% | 0.82%-11.7pp | -4.08%-6.8pp | 244.93%-255.8pp |
| Employer contribution / active EE | $1,657 | $1,316+25.9% | $2,566-35.4% | $2,078-20.3% |
| Participant deferral / active EE | $3,369 | $2,399+40.4% | $3,568-5.6% | $3,356+0.4% |
| Admin fee / account holder | $130 | $102+27.1% | $4,507-97.1% | $115+12.7% |