Filed October 2, 1996
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 |
|---|---|---|
MILLIMAN, INC.11+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $58,537 |
BANCFIRST5 years Filed as: BANCFIRST TRUST & INVESTMENT Service code 27 · EIN 73-1221379 | Advisory (Plan) | $42,500 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $21,867 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $190,187 | $108,719+74.9% | $101,326+87.7% | $85,563+122.3% |
| Participation rate | 63.3% | 80.9%-17.6pp | 81.5%-18.2pp | 66.0%-2.6pp |
| Annual return | 14.98% | 20.95%-6.0pp | 36.82%-21.8pp | 31.51%-16.5pp |
| Employer contribution / active EE | $2,279 | $3,114-26.8% | $3,665-37.8% | $2,654-14.1% |
| Participant deferral / active EE | $5,440 | $8,545-36.3% | $7,994-32.0% | $4,375+24.3% |
| Admin fee / account holder | $330 | $685-51.7% | $11,185-97.0% | $834-60.4% |