Filed May 17, 2005 (most recent of 3 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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MERCER9+ years Service code 17 · EIN 20-1932099 | Pension Consulting | $715,522 |
WILLIS TOWERS WATSON US LLC5 years Filed as: WILLIS TOWERS WATSON Service code 27 · EIN 52-1868818 | Advisory (Plan) | $284,539 |
BOKF, NA9+ years Filed as: BOKF, NA DBA BANK OF TEXAS Service code 21 · EIN 73-0780382 | Bank Trustee | $108,301 |
KPMG LLP1 year Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $68,000 |
AON CONSULTING1 year Filed as: AON Service code 11 · EIN 22-2232264 | Actuarial | $57,228 |
CURCIO WEBB1 year Filed as: CURCIO WEBB, LLC Service code 27 · EIN 36-4171366 | Advisory (Plan) | $20,493 |
ERNST & YOUNG LLP1 year Filed as: EY Service code 10 · EIN 34-6565596 | Accounting | $5,177 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $80,293-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 5.6%-5.6pp | 2.2%-2.2pp |
| Annual return | 11.57% | 9.87%+1.7pp | 15.31%-3.7pp | 9.11%+2.5pp |
| Employer contribution / active EE | $19,809 | $9,738+103.4% | $28,686-30.9% | $12,231+62.0% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $126-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $456-100.0% | $125-100.0% |