Filed August 14, 2009
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 |
|---|---|---|
BKD, LLP1+ years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $20,158 |
BANCFIRST2+ years Service code 27 · EIN 73-1332918 | Advisory (Plan) | $8,668 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Filed as: PRINCIPAL LIFE INSURANCE CO. Service code 13 · EIN 42-0127290 | Contract Administrator | $8,253 |
EMPLOYEE BENEFITS GROUP, LLC1+ years Service code 13 · EIN 73-1554797 | Contract Administrator | $5,203 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,217 | $46,732+7.5% | $156,549-67.9% | $55,167-9.0% |
| Participation rate | 78.1% | 65.8%+12.3pp | 84.0%-5.9pp | 69.0%+9.1pp |
| Annual return | 10.37% | 17.72%-7.3pp | 32.23%-21.9pp | 169.23%-158.9pp |
| Employer contribution / active EE | $2,936 | $2,105+39.5% | $5,501-46.6% | $1,963+49.6% |
| Participant deferral / active EE | $4,113 | $2,204+86.6% | $4,871-15.6% | $3,054+34.7% |
| Admin fee / account holder | $483 | $418+15.4% | $13,027-96.3% | $504-4.2% |