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, NA2+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $192,485 |
BKD, LLP2+ years Service code 10 · EIN 44-0160260 | Accounting | $14,950 |
FARRIS INSURANCE AGENCY2+ years Service code 22 1411 S THOMPSON · SPRINGDALE, AR 72765 | Insurance Broker | $9,463 |
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 | $22,199 | $32,530-31.8% | $106,619-79.2% | $63,975-65.3% |
| Participation rate | 46.4% | 55.7%-9.3pp | 78.0%-31.6pp | 71.1%-24.7pp |
| Annual return | 7.27% | 8.92%-1.6pp | 9.42%-2.1pp | 48.65%-41.4pp |
| Employer contribution / active EE | $236 | $724-67.4% | $3,947-94.0% | $2,182-89.2% |
| Participant deferral / active EE | $771 | $1,383-44.3% | $3,930-80.4% | $3,356-77.0% |
| Admin fee / account holder | $12 | $61-80.0% | $6,418-99.8% | $70-82.6% |