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, NA7+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $109,927 |
EPIC RETIREMENT PLAN SERVICES7+ years Filed as: BUKATY COMPANIES RETIREMENT PLAN SE Service code 27 11221 ROE AVE., STE. 200 · LEAWOOD, KS 66211 | Advisory (Plan) | $12,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,245 | $58,347-7.0% | $85,682-36.7% | $86,799-37.5% |
| Participation rate | 100.0% | 64.9%+35.1pp | 69.9%+30.1pp | 72.3%+27.7pp |
| Annual return | 15.93% | 18.43%-2.5pp | 21.49%-5.6pp | 97.91%-82.0pp |
| Employer contribution / active EE | $2,455 | $1,751+40.2% | $2,618-6.2% | $2,405+2.1% |
| Participant deferral / active EE | $4,059 | $3,065+32.4% | $3,923+3.5% | $4,131-1.7% |
| Admin fee / account holder | $126 | $147-14.4% | $6,873-98.2% | $170-25.6% |