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, NA6+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $81,761 |
EPIC RETIREMENT PLAN SERVICES6+ years Filed as: BUKATY COMPANIES RETIREMENT PLAN SE Service code 27 11221 ROE AVE., STE. 200 · LEAWOOD, KS 66211 | Advisory (Plan) | $12,480 |
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 | $41,906 | $51,288-18.3% | $81,983-48.9% | $73,409-42.9% |
| Participation rate | 98.7% | 64.0%+34.8pp | 69.2%+29.5pp | 72.2%+26.6pp |
| Annual return | 16.14% | 29.48%-13.3pp | 41.31%-25.2pp | 59.29%-43.2pp |
| Employer contribution / active EE | $1,917 | $1,487+29.0% | $2,498-23.2% | $2,234-14.2% |
| Participant deferral / active EE | $2,970 | $2,715+9.4% | $3,722-20.2% | $3,805-21.9% |
| Admin fee / account holder | $91 | $125-27.3% | $5,664-98.4% | $158-42.3% |