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, NA6+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $12,084 |
ERISA SERVICES, INC.6+ years Filed as: ERISA COMPLIANCE ASSOCIATES Service code 16 · EIN 33-0802604 3131 CAMINO DEL RIO NORTH, SUITE 16 · SAN DIEGO, CA 921085746 | Consulting | $10,259 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,380 | $90,288-59.7% | $67,221-45.9% | $90,288-59.7% |
| Participation rate | 40.6% | 73.4%-32.8pp | 79.4%-38.8pp | 73.4%-32.8pp |
| Annual return | 14.37% | 53.97%-39.6pp | 20.72%-6.4pp | 53.97%-39.6pp |
| Employer contribution / active EE | $436 | $2,524-82.7% | $3,723-88.3% | $2,524-82.7% |
| Participant deferral / active EE | $909 | $4,232-78.5% | $4,384-79.3% | $4,232-78.5% |
| Admin fee / account holder | $38 | $114-66.9% | $5,844-99.4% | $114-66.9% |