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 | $174,022 |
BANCFIRST7+ years Service code 27 · EIN 73-1332918 | Advisory (Plan) | $73,823 |
EMPLOYEE BENEFITS GROUP, LLC7+ years Service code 13 · EIN 73-1554797 | Contract Administrator | $33,269 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 26 · EIN 61-1732930 | Advisory (Participants) | $1,230 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,308 | $56,485-30.4% | $185,823-78.8% | $86,799-54.7% |
| Participation rate | 100.0% | 65.5%+34.5pp | 81.7%+18.3pp | 72.3%+27.7pp |
| Annual return | 12.75% | 118.04%-105.3pp | 122.05%-109.3pp | 97.91%-85.2pp |
| Employer contribution / active EE | $1,252 | $1,843-32.1% | $5,167-75.8% | $2,405-48.0% |
| Participant deferral / active EE | $3,368 | $2,553+31.9% | $5,568-39.5% | $4,131-18.5% |
| Admin fee / account holder | $35 | $150-76.4% | $16,237-99.8% | $170-79.1% |