Filed March 9, 2006 (most recent of 2 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 |
|---|---|---|
WESTWOOD TRUST9+ years Service code 19 · EIN 46-7186997 | Securities Custodian | $32,183 |
BOKF, NA8+ years Filed as: BOK FINANCIAL ASSET MANAGEMENT, INC Service code 15 · EIN 74-2009441 | Recordkeeping | $3,631 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $102 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,156 | $130,194+86.0% | $169,993+42.5% | $71,457+238.9% |
| Participation rate | 98.6% | 86.1%+12.5pp | 87.0%+11.6pp | 67.9%+30.7pp |
| Annual return | 15.67% | 20.37%-4.7pp | 53.37%-37.7pp | 28.85%-13.2pp |
| Employer contribution / active EE | $10,815 | $4,381+146.9% | $6,785+59.4% | $2,588+318.0% |
| Participant deferral / active EE | $15,680 | $6,923+126.5% | $10,408+50.7% | $4,289+265.6% |
| Admin fee / account holder | $187 | $966-80.7% | $12,815-98.5% | $1,587-88.2% |