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 | $70,943 |
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) | $11,520 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $105,492 | $51,288+105.7% | $81,983+28.7% | $73,409+43.7% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.2%+30.8pp | 72.2%+27.8pp |
| Annual return | 25.85% | 29.48%-3.6pp | 41.31%-15.5pp | 59.29%-33.4pp |
| Employer contribution / active EE | $6,654 | $1,487+347.5% | $2,498+166.4% | $2,234+197.9% |
| Participant deferral / active EE | $12,616 | $2,715+364.6% | $3,722+239.0% | $3,805+231.5% |
| Admin fee / account holder | $257 | $125+105.2% | $5,664-95.5% | $158+62.9% |