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 |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE CO. Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $231,494 |
BANCFIRST7+ years Filed as: BANCFIRST TRUST Service code 27 · EIN 73-1332918 | Advisory (Plan) | $84,543 |
EMPLOYEE BENEFITS GROUP, LLC7+ years Service code 13 · EIN 73-1554797 | Contract Administrator | $38,385 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS LLP Service code 50 · EIN 44-0160260 | Direct Payment | $9,360 |
Service code 26 · EIN 61-1732930 | Advisory (Participants) | $275 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,420 | $56,485+38.8% | $185,823-57.8% | $86,799-9.7% |
| Participation rate | 100.0% | 65.5%+34.5pp | 81.7%+18.3pp | 72.3%+27.7pp |
| Annual return | 13.89% | 118.04%-104.2pp | 122.05%-108.2pp | 97.91%-84.0pp |
| Employer contribution / active EE | $4,617 | $1,843+150.5% | $5,167-10.7% | $2,405+91.9% |
| Participant deferral / active EE | $3,068 | $2,553+20.2% | $5,568-44.9% | $4,131-25.7% |
| Admin fee / account holder | $479 | $150+220.4% | $16,237-97.0% | $170+182.6% |