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, NA10+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $80,922 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS, LLC Service code 27 11101 SWITZER RD STE 200 · OVERLAND, KS 66210 | Advisory (Plan) | $11,741 |
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 | $59,581 | $55,416+7.5% | $75,972-21.6% | $77,643-23.3% |
| Participation rate | 85.8% | 63.6%+22.3pp | 69.1%+16.8pp | 70.6%+15.2pp |
| Annual return | 16.36% | 17.07%-0.7pp | 359.55%-343.2pp | 31.24%-14.9pp |
| Employer contribution / active EE | $2,403 | $1,788+34.4% | $2,685-10.5% | $2,726-11.8% |
| Participant deferral / active EE | $3,330 | $3,447-3.4% | $4,255-21.7% | $4,647-28.3% |
| Admin fee / account holder | $91 | $414-78.1% | $6,467-98.6% | $430-78.9% |