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, NA9+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $62,753 |
EPIC RETIREMENT PLAN SERVICES9+ years Filed as: BUKATY COMPANIES RETIREMENT PLAN SE Service code 27 11221 ROE AVE., STE. 200 · LEAWOOD, KS 66211 | Advisory (Plan) | $9,134 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,795 | $49,693+187.4% | $70,515+102.5% | $74,419+91.9% |
| Participation rate | 100.0% | 64.7%+35.3pp | 68.3%+31.7pp | 70.7%+29.3pp |
| Annual return | 21.66% | 21.22%+0.4pp | 32.77%-11.1pp | 34.38%-12.7pp |
| Employer contribution / active EE | $7,834 | $1,773+341.8% | $2,973+163.5% | $2,637+197.0% |
| Participant deferral / active EE | $16,395 | $3,376+385.7% | $4,567+259.0% | $4,528+262.1% |
| Admin fee / account holder | $156 | $316-50.6% | $6,412-97.6% | $348-55.1% |