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 |
|---|---|---|
BANCFIRST5+ years Filed as: BANCFIRST TRUST Service code 27 · EIN 73-1332918 | Advisory (Plan) | $63,793 |
EMPLOYEE BENEFITS GROUP, LLC5+ years Service code 13 · EIN 73-1554797 | Contract Administrator | $26,859 |
Filed as: MASS MUTUAL LIFE INSURANCE CO. Service code 49 · EIN 04-1590850 | Other Services | $16,245 |
BKD, LLP5+ years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $15,945 |
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 | $58,012 | $62,928-7.8% | $172,739-66.4% | $67,579-14.2% |
| Participation rate | 82.0% | 64.5%+17.6pp | 82.6%-0.6pp | 71.3%+10.8pp |
| Annual return | 24.39% | 30.36%-6.0pp | 802.84%-778.5pp | 378.56%-354.2pp |
| Employer contribution / active EE | $2,342 | $1,636+43.1% | $5,143-54.5% | $2,148+9.0% |
| Participant deferral / active EE | $3,445 | $2,145+60.6% | $5,198-33.7% | $3,539-2.7% |
| Admin fee / account holder | $144 | $167-13.8% | $13,954-99.0% | $142+1.0% |