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, NA5+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $18,661 |
ERISA SERVICES, INC.5+ years Filed as: ERISA COMPLIANCE ASSOCIATES Service code 16 · EIN 33-0802604 3131 CAMINO DEL RIO NORTH, SUITE 16 · SAN DIEGO, CA 921085746 | Consulting | $10,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,437 | $77,787-60.9% | $61,048-50.1% | $77,787-60.9% |
| Participation rate | 58.1% | 73.2%-15.1pp | 79.3%-21.2pp | 73.2%-15.1pp |
| Annual return | 22.90% | 32.57%-9.7pp | 26.18%-3.3pp | 32.57%-9.7pp |
| Employer contribution / active EE | $933 | $2,504-62.8% | $3,716-74.9% | $2,504-62.8% |
| Participant deferral / active EE | $1,137 | $3,967-71.3% | $4,470-74.6% | $3,967-71.3% |
| Admin fee / account holder | $45 | $100-55.2% | $3,728-98.8% | $100-55.2% |