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, NA3+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $159,669 |
FARRIS INSURANCE AGENCY3+ years Service code 22 1411 S THOMPSON · SPRINGDALE, AR 72765 | Insurance Broker | $9,463 |
BKD, LLP3+ years Service code 10 · EIN 44-0160260 | Accounting | $1,555 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
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 | $23,854 | $38,989-38.8% | $117,039-79.6% | $77,958-69.4% |
| Participation rate | 86.8% | 57.0%+29.9pp | 77.2%+9.6pp | 71.6%+15.2pp |
| Annual return | 17.20% | 20.61%-3.4pp | 18.95%-1.7pp | 20.87%-3.7pp |
| Employer contribution / active EE | $1,172 | $1,026+14.2% | $3,785-69.0% | $2,310-49.3% |
| Participant deferral / active EE | $1,831 | $1,621+12.9% | $3,929-53.4% | $3,537-48.2% |
| Admin fee / account holder | $21 | $76-72.4% | $5,974-99.7% | $97-78.6% |