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, NA5+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $77,873 |
EPIC RETIREMENT PLAN SERVICES5+ years Filed as: BUKATY COMPANIES RETIREMENT PLAN SE Service code 27 11221 ROE AVE., STE. 200 · LEAWOOD, KS 66211 | Advisory (Plan) | $13,320 |
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 | $43,506 | $46,423-6.3% | $75,886-42.7% | $67,579-35.6% |
| Participation rate | 100.0% | 63.1%+36.9pp | 69.3%+30.7pp | 71.3%+28.7pp |
| Annual return | 23.72% | 32.29%-8.6pp | 30.76%-7.0pp | 378.56%-354.8pp |
| Employer contribution / active EE | $2,124 | $1,406+51.1% | $2,500-15.0% | $2,148-1.1% |
| Participant deferral / active EE | $3,370 | $2,564+31.4% | $3,603-6.5% | $3,539-4.8% |
| Admin fee / account holder | $108 | $132-18.1% | $5,418-98.0% | $142-24.1% |