Filed February 7, 2008
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 |
|---|---|---|
BANCFIRST2 years Filed as: BANCFIRST CORP Service code 49 100 NORTH BROADWAY AVE · OKLAHOMA CITY, OK 731028401 | Other Services | $578,162 |
ANGELES INVESTMENT ADVISORS, LLC10+ years Service code 28 429 SANTA MONICA BLVD. · SANTA MONICA, CA 904013424 | Investment Management | $521,186 |
THE BRYN MAWR TRUST COMPANY10+ years Filed as: BRYN MAWR TRUST Service code 21 · EIN 23-0441580 | Bank Trustee | $325,000 |
AON CONSULTING10+ years Service code 11 · EIN 22-2232264 | Actuarial | $293,073 |
WEST CAPITAL MANAGEMENT9 years Filed as: WEST SIDE ROOFING Service code 49 5360 W 130TH ST. · BROOK PARK, OH 44142 | Other Services | $120,829 |
GRANTHAM, MAYO, VAN OTTERLOO & CO.10+ years Filed as: GRANTHAM, MAYO, VAN OTTERLOO & CO Service code 28 · EIN 04-2691242 | Investment Management | $93,696 |
CAL CONSTRUCTION1 year Service code 49 · EIN 20-3559364 | Other Services | $80,001 |
KPMG LLP5 years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $60,500 |
RAMCO CONSTRUCTION, LLC1 year Service code 49 4355 N. HAROLDSEN DRIVE · IDAHO FALLS, ID 83401 | Other Services | $23,820 |
THE MCENERY COMPANY9 years Service code 49 810 UNION ST · NEW ORLEANS, LA 70112 | Other Services | $18,150 |
See 1 actuary disclosure. $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $102,492-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 10.62% | 8.48%+2.1pp | 5.17%+5.5pp | 8.48%+2.1pp |
| Employer contribution / active EE | $3,873 | $9,949-61.1% | $26,422-85.3% | $9,949-61.1% |
| Participant deferral / active EE | $0 | $734-100.0% | $78-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |