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 |
|---|---|---|
BOKF, NA2+ years Filed as: BOKF, N.A. Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $62,506 |
CGO WEALTH MANAGEMENT LLC2+ years Service code 26 2610 LAKE COOK RD #190B · RIVERWOODS, IL 60015 | Advisory (Participants) | $42,874 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $426,737 | $76,552+457.5% | $123,892+244.4% | $62,891+578.5% |
| Participation rate | 97.4% | 73.0%+24.5pp | 81.4%+16.0pp | 69.3%+28.1pp |
| Annual return | 7.15% | 18.68%-11.5pp | 47.52%-40.4pp | 20.14%-13.0pp |
| Employer contribution / active EE | $8,974 | $2,883+211.3% | $4,617+94.4% | $2,281+293.5% |
| Participant deferral / active EE | $8,692 | $4,840+79.6% | $5,984+45.2% | $3,203+171.4% |
| Admin fee / account holder | $1,056 | $4,826-78.1% | $8,357-87.4% | $4,296-75.4% |