Filed October 27, 2015 (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 |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $109,240 |
BANCFIRST4+ years Service code 27 · EIN 73-1332918 | Advisory (Plan) | $46,099 |
EMPLOYEE BENEFITS GROUP, LLC4+ years Service code 13 · EIN 73-1554797 | Contract Administrator | $14,072 |
Service code 26 · EIN 61-1732930 | Advisory (Participants) | $8 |
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 | $24,598 | $37,196-33.9% | $154,107-84.0% | $55,725-55.9% |
| Participation rate | 93.1% | 64.1%+29.0pp | 83.0%+10.0pp | 70.9%+22.2pp |
| Annual return | -2.30% | 1319.68%-1322.0pp | 735.12%-737.4pp | 244.93%-247.2pp |
| Employer contribution / active EE | $844 | $1,614-47.7% | $5,298-84.1% | $2,078-59.4% |
| Participant deferral / active EE | $2,417 | $2,068+16.9% | $5,081-52.4% | $3,356-28.0% |
| Admin fee / account holder | $236 | $102+132.3% | $13,411-98.2% | $115+104.9% |