Filed October 11, 2006
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, NA1+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $18,022 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 71 1585 BROADWAY · NEW YORK, NY 10036 | Brokerage Fees | $14,822 |
NATIONAL FINACIAL SERVICES1+ years Filed as: NATIONAL FINACIAL SERVICE CORP Service code 71 1375 LOCUST STREET SUITE 205 · WALNUT CREEK, CA 94596 | Brokerage Fees | $2,089 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $41,654 | $62,324-33.2% | $68,509-39.2% | $55,191-24.5% |
| Participation rate | 91.1% | 78.9%+12.2pp | 74.7%+16.3pp | 69.2%+21.9pp |
| Annual return | -0.37% | 4.26%-4.6pp | 8.27%-8.6pp | 10.78%-11.1pp |
| Employer contribution / active EE | $942 | $2,223-57.6% | $2,278-58.6% | $1,899-50.4% |
| Participant deferral / active EE | $2,801 | $3,425-18.2% | $3,382-17.2% | $3,046-8.1% |
| Admin fee / account holder | $14 | $91-84.9% | $5,275-99.7% | $91-84.8% |