Filed March 19, 1998 (most recent of 2 filings on file)
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 |
|---|---|---|
FIRST NATIONAL BANK OF ARDMORE2+ years Service code 24 · EIN 73-6090878 | Discretionary Trustee | $56,821 |
DEAN ACTUARIES, LLC2+ years Service code 11 · EIN 75-2548006 | Actuarial | $33,785 |
FINLEY & COOK1 year Service code 10 · EIN 73-0604334 | Accounting | $12,400 |
CONNER & WINTERS1 year Filed as: CONNER & WINTERS, LLP Service code 29 · EIN 73-1388566 | Legal | $8,774 |
See 1 actuary disclosure. $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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $208,041-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 100.0%-100.0pp | 0.0%0pp |
| Annual return | 8.03% | 3.81%+4.2pp | 3.50%+4.5pp | 3.81%+4.2pp |
| Employer contribution / active EE | $11,391 | $24,712-53.9% | $16,404-30.6% | $24,712-53.9% |
| Participant deferral / active EE | $0 | $189-100.0% | $3,084-100.0% | $189-100.0% |
| Admin fee / account holder | $0 | $0 | $8,593-100.0% | - |