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 | $124,362 |
BANCFIRST5+ years Service code 27 · EIN 73-1332918 | Advisory (Plan) | $51,926 |
EMPLOYEE BENEFITS GROUP, LLC5+ years Service code 13 · EIN 73-1554797 | Contract Administrator | $16,170 |
Service code 26 · EIN 61-1732930 | Advisory (Participants) | $201 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $28,661 | $62,928-54.5% | $172,739-83.4% | $67,579-57.6% |
| Participation rate | 100.0% | 64.5%+35.5pp | 82.6%+17.4pp | 71.3%+28.7pp |
| Annual return | 19.80% | 30.36%-10.6pp | 802.84%-783.0pp | 378.56%-358.8pp |
| Employer contribution / active EE | $886 | $1,636-45.8% | $5,143-82.8% | $2,148-58.7% |
| Participant deferral / active EE | $2,543 | $2,145+18.6% | $5,198-51.1% | $3,539-28.1% |
| Admin fee / account holder | $238 | $167+43.0% | $13,954-98.3% | $142+67.4% |