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, NA2+ years Filed as: BOKF, N.A. Service code 19 · EIN 73-0780382 P. O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $53,418 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $123,382 | $61,125+101.9% | $108,579+13.6% | $63,975+92.9% |
| Participation rate | 93.8% | 80.5%+13.3pp | 79.6%+14.2pp | 71.1%+22.6pp |
| Annual return | 8.47% | 14.06%-5.6pp | -51.70%+60.2pp | 48.65%-40.2pp |
| Employer contribution / active EE | $3,971 | $2,237+77.5% | $3,758+5.7% | $2,182+82.0% |
| Participant deferral / active EE | $6,306 | $3,574+76.5% | $4,311+46.3% | $3,356+87.9% |
| Admin fee / account holder | $19 | $72-74.1% | $7,645-99.8% | $70-73.5% |