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, NA10+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $147,149 |
PRIVATE ADVISOR GROUP LLC8 years Filed as: TL PRIVATE WEALTH Service code 26 165 S KIMBALL AVE. SUITE 120 · SOUTHLAKE, TX 76092 | Advisory (Participants) | $24,419 |
BURKHOLDER WEALTH MANAGEMENT5 years Service code 26 5014 EAST 101ST STREET, SUITE 100 · TULSA, OK 74137 | Advisory (Participants) | $21,024 |
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 | $183,963 | $122,693+49.9% | $184,203-0.1% | $199,593-7.8% |
| Participation rate | 99.4% | 86.8%+12.6pp | 86.8%+12.6pp | 72.0%+27.4pp |
| Annual return | 15.06% | 143.91%-128.9pp | 28.81%-13.8pp | 34.25%-19.2pp |
| Employer contribution / active EE | $6,924 | $4,584+51.0% | $6,427+7.7% | $3,034+128.2% |
| Participant deferral / active EE | $8,986 | $7,990+12.5% | $9,131-1.6% | $5,087+76.7% |
| Admin fee / account holder | $27 | $121-77.6% | $13,901-99.8% | $269-90.0% |