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, NA1+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $28,121 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: BUKATY COMPANIES RETIREMENT PLAN SE Service code 27 11221 ROE AVE., STE. 200 · LEAWOOD, KS 66211 | Advisory (Plan) | $9,480 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $65,904 | $46,745+41.0% | $60,547+8.8% | $52,331+25.9% |
| Participation rate | 100.0% | 58.6%+41.4pp | 68.0%+32.0pp | 68.1%+31.9pp |
| Annual return | -1.73% | 0.61%-2.3pp | 335.64%-337.4pp | 4.54%-6.3pp |
| Employer contribution / active EE | $973 | $1,259-22.7% | $2,419-59.8% | $1,882-48.3% |
| Participant deferral / active EE | $7,577 | $2,145+253.3% | $3,328+127.7% | $3,022+150.7% |
| Admin fee / account holder | $142 | $537-73.5% | $4,536-96.9% | $592-75.9% |