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 | $63,384 |
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) | $12,120 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,278 | $44,764+153.1% | $68,791+64.7% | $64,808+74.8% |
| Participation rate | 97.9% | 64.8%+33.1pp | 69.0%+28.8pp | 71.5%+26.4pp |
| Annual return | -20.17% | -10.91%-9.3pp | -6.38%-13.8pp | 32.82%-53.0pp |
| Employer contribution / active EE | $7,207 | $1,775+306.0% | $2,655+171.4% | $2,506+187.6% |
| Participant deferral / active EE | $15,094 | $3,238+366.2% | $3,941+283.0% | $4,310+250.2% |
| Admin fee / account holder | $187 | $151+23.8% | $4,932-96.2% | $188-0.2% |