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, NA10+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $56,691 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS, LLC Service code 27 11101 SWITZER RD STE 200 · OVERLAND, KS 66210 | Advisory (Plan) | $12,709 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,061 | $55,416+178.0% | $75,972+102.8% | $77,643+98.4% |
| Participation rate | 98.8% | 63.6%+35.2pp | 69.1%+29.7pp | 70.6%+28.2pp |
| Annual return | 13.82% | 17.07%-3.3pp | 359.55%-345.7pp | 31.24%-17.4pp |
| Employer contribution / active EE | $6,742 | $1,788+277.2% | $2,685+151.1% | $2,726+147.3% |
| Participant deferral / active EE | $14,646 | $3,447+324.9% | $4,255+244.2% | $4,647+215.1% |
| Admin fee / account holder | $161 | $414-61.1% | $6,467-97.5% | $430-62.6% |