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 |
|---|---|---|
BANCFIRST4+ years Filed as: BANCFIRST TRUST Service code 27 · EIN 73-1332918 | Advisory (Plan) | $59,427 |
BKD, LLP4+ years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $42,575 |
EMPLOYEE BENEFITS GROUP, LLC4+ years Service code 13 · EIN 73-1554797 | Contract Administrator | $25,018 |
Filed as: MASS MUTUAL LIFE INSURANCE CO. Service code 49 · EIN 04-1590850 | Other Services | $17,198 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $48,639 | $37,196+30.8% | $154,107-68.4% | $55,725-12.7% |
| Participation rate | 100.0% | 64.1%+35.9pp | 83.0%+17.0pp | 70.9%+29.1pp |
| Annual return | -2.20% | 1319.68%-1321.9pp | 735.12%-737.3pp | 244.93%-247.1pp |
| Employer contribution / active EE | $2,572 | $1,614+59.4% | $5,298-51.4% | $2,078+23.8% |
| Participant deferral / active EE | $3,724 | $2,068+80.1% | $5,081-26.7% | $3,356+11.0% |
| Admin fee / account holder | $186 | $102+83.3% | $13,411-98.6% | $115+61.7% |