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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $28,537 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $9,051 |
BOKF, NA1 year Filed as: BOK FINANCIAL PRIVATE WEALTH INC Service code 16 · EIN 73-0780382 | Consulting | $8,045 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $341,628 | $110,094+210.3% | $151,611+125.3% | $68,494+398.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -18.23% | -10.12%-8.1pp | 3.33%-21.6pp | -7.84%-10.4pp |
| Employer contribution / active EE | $7,297 | $4,471+63.2% | $6,166+18.3% | $2,596+181.1% |
| Participant deferral / active EE | $8,388 | $6,527+28.5% | $8,363+0.3% | $4,027+108.3% |
| Admin fee / account holder | $303 | $7,719-96.1% | $11,616-97.4% | $5,403-94.4% |