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, NA7+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $112,683 |
PRIVATE ADVISOR GROUP LLC5 years Filed as: TL PRIVATE WEALTH Service code 26 165 S KIMBALL AVE. SUITE 120 · SOUTHLAKE, TX 76092 | Advisory (Participants) | $44,126 |
BURKHOLDER WEALTH MANAGEMENT2 years Service code 26 5014 EAST 101ST STREET, SUITE 100 · TULSA, OK 74137 | Advisory (Participants) | $13,949 |
COWEN & COMPANY LLC1 year Filed as: COWEN AND COMPANY Service code 71 599 LEXINGTON AVENUE 20TH FLOOR · NEW YORK, NY 10022 | Brokerage Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,488 | $118,337+47.5% | $189,513-7.9% | $93,030+87.6% |
| Participation rate | 99.8% | 89.1%+10.8pp | 87.8%+12.0pp | 73.9%+25.9pp |
| Annual return | 17.19% | 21.77%-4.6pp | 555.15%-538.0pp | 158.70%-141.5pp |
| Employer contribution / active EE | $6,323 | $4,204+50.4% | $6,162+2.6% | $2,706+133.7% |
| Participant deferral / active EE | $8,324 | $7,123+16.9% | $8,221+1.2% | $4,562+82.4% |
| Admin fee / account holder | $177 | $100+77.5% | $12,045-98.5% | $152+16.6% |