Filed April 2, 2012 (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 |
|---|---|---|
BKD, LLP1+ years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $17,876 |
BANCFIRST1+ years Service code 27 · EIN 73-1332918 | Advisory (Plan) | $15,530 |
EMPLOYEE BENEFITS GROUP, LLC1+ years Service code 13 · EIN 73-1554797 | Contract Administrator | $5,261 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL LIFE INSURANCE CO. Service code 13 · EIN 42-0127290 | Contract Administrator | $4,147 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,320 | $37,117-42.6% | $147,614-85.6% | $55,191-61.4% |
| Participation rate | 87.9% | 63.6%+24.3pp | 84.6%+3.3pp | 69.2%+18.7pp |
| Annual return | -1.39% | 3.44%-4.8pp | 61.98%-63.4pp | 10.78%-12.2pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $0 | $1,985-100.0% | $4,895-100.0% | $3,046-100.0% |
| Admin fee / account holder | $158 | $86+84.3% | $11,611-98.6% | $91+73.7% |