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, NA8+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $111,384 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 16 · EIN 82-3719843 415 8TH AVE NE · BRAINERD, MN 56401 | Consulting | $6,380 |
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 | $38,516 | $43,709-11.9% | $61,491-37.4% | $64,808-40.6% |
| Participation rate | 42.3% | 69.2%-26.9pp | 79.3%-37.0pp | 71.5%-29.2pp |
| Annual return | -16.74% | -9.98%-6.8pp | -12.98%-3.8pp | 32.82%-49.6pp |
| Employer contribution / active EE | $1,031 | $2,113-51.2% | $4,246-75.7% | $2,506-58.9% |
| Participant deferral / active EE | $1,275 | $3,022-57.8% | $5,188-75.4% | $4,310-70.4% |
| Admin fee / account holder | $231 | $131+76.4% | $4,312-94.6% | $188+23.2% |