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. $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 |
|---|---|---|
RUSSELL TRUST COMPANY1+ years Service code 28 · EIN 91-1116938 | Investment Management | $1,536,582 |
MERCER1+ years Service code 11 · EIN 20-1932099 | Actuarial | $190,186 |
BOKF, NA1+ years Filed as: BOKF, NA DBA BANK OF TEXAS Service code 21 · EIN 73-0780382 | Bank Trustee | $102,981 |
KPMG LLP1+ years Service code 10 · EIN 13-5565207 | Accounting | $30,000 |
ALVAREZ & MARSAL TAXAND, LLC1+ years Service code 16 · EIN 20-1157630 | Consulting | $6,809 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $0 | $96,773-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 78.9%-78.9pp | - |
| Annual return | -0.08% | -0.66%+0.6pp | -7.74%+7.7pp | -0.66%+0.6pp |
| Employer contribution / active EE | $18,598 | $16,245+14.5% | $16,446+13.1% | $16,245+14.5% |
| Participant deferral / active EE | $0 | $3,409-100.0% | $1,447-100.0% | $3,409-100.0% |
| Admin fee / account holder | $0 | $0 | $1,547-100.0% | - |