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 52 · EIN 04-1590850 | Indirect Investment Fees | $138,098 |
BANCFIRST6+ years Service code 27 · EIN 73-1332918 | Advisory (Plan) | $58,951 |
EMPLOYEE BENEFITS GROUP, LLC6+ years Service code 13 · EIN 73-1554797 | Contract Administrator | $28,208 |
Service code 26 · EIN 61-1732930 | Advisory (Participants) | $602 |
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 | $34,076 | $52,293-34.8% | $178,490-80.9% | $73,409-53.6% |
| Participation rate | 97.0% | 65.3%+31.7pp | 81.9%+15.1pp | 72.2%+24.9pp |
| Annual return | 16.03% | 34.75%-18.7pp | 151.07%-135.0pp | 59.29%-43.3pp |
| Employer contribution / active EE | $945 | $1,735-45.5% | $5,011-81.1% | $2,234-57.7% |
| Participant deferral / active EE | $2,733 | $2,332+17.2% | $5,202-47.4% | $3,805-28.2% |
| Admin fee / account holder | $269 | $127+111.6% | $13,984-98.1% | $158+70.7% |