Filed September 6, 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 |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $33,729 |
BOKF, NA1 year Filed as: BOK FIN PRIVATE WEALTH INC Service code 16 · EIN 73-0780382 | Consulting | $6,762 |
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 | $410,102 | $123,793+231.3% | $177,821+130.6% | $79,858+413.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 18.18% | 22.82%-4.6pp | 48.32%-30.1pp | 31.71%-13.5pp |
| Employer contribution / active EE | $8,540 | $4,095+108.5% | $5,918+44.3% | $2,471+245.6% |
| Participant deferral / active EE | $8,951 | $5,956+50.3% | $7,714+16.0% | $3,740+139.3% |
| Admin fee / account holder | $271 | $7,243-96.3% | $12,427-97.8% | $5,306-94.9% |