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, LLP5+ years Filed as: BKD LLP Service code 50 · EIN 44-0160260 | Direct Payment | $11,440 |
BANCFIRST5+ years Service code 27 · EIN 73-1332918 | Advisory (Plan) | $10,361 |
Filed as: MASS MUTUAL LIFE INS CO. Service code 49 · EIN 04-1590850 | Other Services | $4,480 |
EMPLOYEE BENEFITS GROUP, LLC5+ years Service code 13 · EIN 73-1554797 | Contract Administrator | $4,362 |
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 | $30,669 | $52,953-42.1% | $172,739-82.2% | $65,185-53.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 17.60% | 30.12%-12.5pp | 802.84%-785.2pp | 29.38%-11.8pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $138 | $472-70.7% | $13,954-99.0% | $847-83.7% |