Filed January 15, 2014 (most recent of 5 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 |
|---|---|---|
BOKF, NA11+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $134,615 |
PRIVATE ADVISOR GROUP LLC9 years Filed as: TL PRIVATE WEALTH Service code 26 165 S KIMBALL AVE. SUITE 120 · SOUTHLAKE, TX 76092 | Advisory (Participants) | $26,197 |
BURKHOLDER WEALTH MANAGEMENT6 years Service code 26 5014 EAST 101ST STREET, SUITE 100 · TULSA, OK 74137 | Advisory (Participants) | $25,396 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,365 | $160,882+27.0% | $200,582+1.9% | $102,872+98.7% |
| Participation rate | 99.3% | 91.2%+8.1pp | 86.9%+12.4pp | 73.0%+26.3pp |
| Annual return | 14.42% | 18.15%-3.7pp | 42.33%-27.9pp | 19.06%-4.6pp |
| Employer contribution / active EE | $7,251 | $5,602+29.4% | $6,419+13.0% | $3,526+105.6% |
| Participant deferral / active EE | $9,544 | $9,300+2.6% | $9,331+2.3% | $5,535+72.4% |
| Admin fee / account holder | $29 | $125-77.1% | $16,305-99.8% | $292-90.2% |