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 | $81,165 |
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 | $142,103 | $58,347+143.5% | $85,682+65.8% | $86,799+63.7% |
| Participation rate | 97.8% | 64.9%+32.9pp | 69.9%+28.0pp | 72.3%+25.5pp |
| Annual return | 16.30% | 18.43%-2.1pp | 21.49%-5.2pp | 97.91%-81.6pp |
| Employer contribution / active EE | $7,859 | $1,751+348.9% | $2,618+200.2% | $2,405+226.7% |
| Participant deferral / active EE | $16,158 | $3,065+427.1% | $3,923+311.9% | $4,131+291.1% |
| Admin fee / account holder | $249 | $147+69.0% | $6,873-96.4% | $170+46.9% |