Filed September 26, 2011
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 |
|---|---|---|
BANCFIRST1 year Service code 27 · EIN 73-1332918 | Advisory (Plan) | $35,147 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,946 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,874 | $130,194-29.4% | $169,993-46.0% | $71,457+28.6% |
| Participation rate | 99.4% | 86.1%+13.2pp | 87.0%+12.4pp | 67.9%+31.5pp |
| Annual return | 19.44% | 20.37%-0.9pp | 53.37%-33.9pp | 28.85%-9.4pp |
| Employer contribution / active EE | $4,428 | $4,381+1.1% | $6,785-34.7% | $2,588+71.1% |
| Participant deferral / active EE | $5,169 | $6,923-25.3% | $10,408-50.3% | $4,289+20.5% |
| Admin fee / account holder | $253 | $966-73.8% | $12,815-98.0% | $1,587-84.1% |