Filed June 26, 2013 (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 |
|---|---|---|
BOKF, NA4+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $34,560 |
ERISA SERVICES, INC.4+ years Filed as: ERISA COMPLIANCE ASSOCIATES Service code 16 · EIN 33-0802604 3131 CAMINO DEL RIO NORTH, SUITE 16 · SAN DIEGO, CA 921085746 | Consulting | $9,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,081 | $55,725-55.0% | $54,726-54.2% | $55,725-55.0% |
| Participation rate | 48.4% | 70.9%-22.5pp | 79.1%-30.8pp | 70.9%-22.5pp |
| Annual return | -6.37% | 244.93%-251.3pp | -4.56%-1.8pp | 244.93%-251.3pp |
| Employer contribution / active EE | $580 | $2,078-72.1% | $3,449-83.2% | $2,078-72.1% |
| Participant deferral / active EE | $1,120 | $3,356-66.6% | $3,953-71.7% | $3,356-66.6% |
| Admin fee / account holder | $71 | $115-38.7% | $3,818-98.1% | $115-38.7% |