Filed December 1, 2008 (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 |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 30-0282430 | Consulting | $837,016 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY EMPLOYER SERVICES COMPANY Service code 13 · EIN 04-3275867 | Contract Administrator | $807,355 |
AON CONSULTING8 years Filed as: AON CONSULTING, INC Service code 11 · EIN 22-2232264 | Actuarial | $296,362 |
Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 23-6994310 | Investment Management | $254,272 |
Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $224,458 |
BOKF, NA10+ years Filed as: BOKF, NA DBA BANK OF OKLAHOMA Service code 21 · EIN 73-0780382 | Bank Trustee | $176,228 |
Filed as: METLIFE INVESTMENT MANAGEMENT LLC Service code 28 · EIN 82-2405817 | Investment Management | $130,287 |
Filed as: INCOME RESEARCH + MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $86,678 |
Service code 28 · EIN 04-2929221 | Investment Management | $84,091 |
Filed as: NINETY ONE NORTH AMERICA, INC. Service code 28 · EIN 39-2079691 | Investment Management | $60,131 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $3,219,907-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 0.0%0pp |
| Annual return | 7.44% | 9.30%-1.9pp | 3.48%+4.0pp | 9.30%-1.9pp |
| Employer contribution / active EE | $0 | $12,557-100.0% | $31,972-100.0% | $12,557-100.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $83-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | - |