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, NA9+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $109,174 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 16 · EIN 82-3719843 415 8TH AVE NE · BRAINERD, MN 56401 | Consulting | $2,552 |
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 | $29,712 | $47,746-37.8% | $70,164-57.7% | $74,419-60.1% |
| Participation rate | 65.9% | 72.7%-6.8pp | 78.8%-13.0pp | 70.7%-4.8pp |
| Annual return | 15.91% | 18.37%-2.5pp | 18.87%-3.0pp | 34.38%-18.5pp |
| Employer contribution / active EE | $1,298 | $2,297-43.5% | $4,287-69.7% | $2,637-50.8% |
| Participant deferral / active EE | $1,521 | $3,187-52.3% | $5,395-71.8% | $4,528-66.4% |
| Admin fee / account holder | $144 | $567-74.6% | $4,561-96.8% | $348-58.7% |