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, NA9+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $134,873 |
PRIVATE ADVISOR GROUP LLC7 years Filed as: TL PRIVATE WEALTH Service code 26 165 S KIMBALL AVE. SUITE 120 · SOUTHLAKE, TX 76092 | Advisory (Participants) | $42,731 |
BURKHOLDER WEALTH MANAGEMENT4 years Service code 26 5014 EAST 101ST STREET, SUITE 100 · TULSA, OK 74137 | Advisory (Participants) | $18,082 |
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 | $163,802 | $112,686+45.4% | $169,993-3.6% | $80,160+104.3% |
| Participation rate | 99.3% | 87.4%+12.0pp | 87.0%+12.3pp | 72.9%+26.4pp |
| Annual return | 16.50% | 67.04%-50.5pp | 53.37%-36.9pp | 40.38%-23.9pp |
| Employer contribution / active EE | $6,690 | $4,481+49.3% | $6,785-1.4% | $2,978+124.7% |
| Participant deferral / active EE | $8,717 | $7,876+10.7% | $10,408-16.2% | $5,017+73.7% |
| Admin fee / account holder | $23 | $99-77.0% | $12,815-99.8% | $145-84.3% |