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, LLP2+ years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $7,590 |
BANCFIRST3+ years Service code 27 · EIN 73-1332918 | Advisory (Plan) | $5,374 |
EMPLOYEE BENEFITS GROUP, LLC2+ years Service code 13 · EIN 73-1554797 | Contract Administrator | $3,803 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Filed as: PRINCIPAL LIFE INSURANCE CO. Service code 13 · EIN 42-0127290 | Contract Administrator | $2,440 |
Filed as: MASS MUTUAL LIFE INSURANCE CO. Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $1,990 |
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 | $65,596 | $84,233-22.1% | $170,442-61.5% | $70,131-6.5% |
| Participation rate | 88.8% | 70.8%+17.9pp | 83.6%+5.2pp | 69.5%+19.2pp |
| Annual return | 20.35% | 23.06%-2.7pp | 205.93%-185.6pp | 73.14%-52.8pp |
| Employer contribution / active EE | $3,937 | $3,387+16.3% | $5,433-27.5% | $2,342+68.1% |
| Participant deferral / active EE | $5,471 | $3,086+77.3% | $4,939+10.8% | $3,332+64.2% |
| Admin fee / account holder | $231 | $5,698-95.9% | $13,880-98.3% | $4,645-95.0% |