Filed April 20, 2009 (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, NA1+ years Filed as: BOKF, N.A. Service code 19 · EIN 73-0780382 P. O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $34,651 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,753 | $74,498+55.4% | $94,224+22.8% | $59,188+95.6% |
| Participation rate | 93.6% | 76.8%+16.8pp | 78.8%+14.9pp | 69.4%+24.2pp |
| Annual return | -1.34% | 2.76%-4.1pp | 10.68%-12.0pp | 5.51%-6.8pp |
| Employer contribution / active EE | $3,929 | $2,077+89.1% | $3,587+9.5% | $2,098+87.3% |
| Participant deferral / active EE | $6,179 | $3,433+80.0% | $4,320+43.0% | $3,265+89.3% |
| Admin fee / account holder | $13 | $103-87.8% | $6,269-99.8% | $92-86.4% |