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 |
|---|---|---|
BANCFIRST2 years Service code 27 · EIN 73-1332918 | Advisory (Plan) | $41,493 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $23,595 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,641 | $122,239-18.5% | $184,203-45.9% | $74,495+33.8% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 14.43% | 19.95%-5.5pp | 28.81%-14.4pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $4,333 | $4,537-4.5% | $6,427-32.6% | $2,623+65.2% |
| Participant deferral / active EE | $5,422 | $7,139-24.0% | $9,131-40.6% | $4,346+24.8% |
| Admin fee / account holder | $287 | $1,260-77.2% | $13,901-97.9% | $1,942-85.2% |