Filed November 9, 2005
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 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $191,290 |
BKD, LLP1+ years Service code 10 · EIN 44-0160260 | Accounting | $13,800 |
FARRIS INSURANCE AGENCY1+ years Service code 22 1411 S THOMPSON · SPRINGDALE, AR 72765 | Insurance Broker | $9,365 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $21,621 | $35,135-38.5% | $85,969-74.8% | $59,188-63.5% |
| Participation rate | 46.8% | 50.0%-3.3pp | 76.5%-29.8pp | 69.4%-22.6pp |
| Annual return | -0.69% | 11.01%-11.7pp | 9.32%-10.0pp | 5.51%-6.2pp |
| Employer contribution / active EE | $266 | $764-65.2% | $3,474-92.3% | $2,098-87.3% |
| Participant deferral / active EE | $676 | $1,349-49.9% | $3,829-82.3% | $3,265-79.3% |
| Admin fee / account holder | $25 | $152-83.6% | $6,053-99.6% | $92-73.0% |