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, NA8+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $67,164 |
EPIC RETIREMENT PLAN SERVICES8+ years Filed as: BUKATY COMPANIES RETIREMENT PLAN SE Service code 27 11221 ROE AVE., STE. 200 · LEAWOOD, KS 66211 | Advisory (Plan) | $11,880 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,604 | $44,764-9.3% | $68,791-41.0% | $64,808-37.3% |
| Participation rate | 100.0% | 64.8%+35.2pp | 69.0%+31.0pp | 71.5%+28.5pp |
| Annual return | -17.50% | -10.91%-6.6pp | -6.38%-11.1pp | 32.82%-50.3pp |
| Employer contribution / active EE | $2,349 | $1,775+32.3% | $2,655-11.5% | $2,506-6.3% |
| Participant deferral / active EE | $3,937 | $3,238+21.6% | $3,941-0.1% | $4,310-8.7% |
| Admin fee / account holder | $72 | $151-52.1% | $4,932-98.5% | $188-61.4% |