Filed August 5, 2006
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 9-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 |
|---|---|---|
BOKF, NA5 years Filed as: BOK FINANCIAL ASSET MANAGEMENT, INC Service code 15 · EIN 74-2009441 | Recordkeeping | $58,126 |
Filed as: BELPOINTE ASSET MANAGEMENT, LLC Service code 33 · EIN 56-2641678 | Securities brokerage | $6,597 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $6,550 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $25 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $50,461 | $88,087-42.7% | $164,866-69.4% | $74,546-32.3% |
| Participation rate | 85.7% | 73.1%+12.6pp | 78.6%+7.1pp | 67.2%+18.5pp |
| Annual return | 13.49% | 17.27%-3.8pp | 69.97%-56.5pp | 1366.03%-1352.5pp |
| Employer contribution / active EE | $1,058 | $2,595-59.2% | $4,343-75.6% | $2,624-59.7% |
| Participant deferral / active EE | $3,832 | $4,499-14.8% | $6,033-36.5% | $4,347-11.9% |
| Admin fee / account holder | $269 | $2,232-87.9% | $12,689-97.9% | $1,944-86.2% |