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, NA3+ years Filed as: BOKF, N.A. Service code 19 · EIN 73-0780382 P. O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $55,151 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $135,036 | $67,228+100.9% | $117,854+14.6% | $77,958+73.2% |
| Participation rate | 91.9% | 79.4%+12.5pp | 79.7%+12.2pp | 71.6%+20.2pp |
| Annual return | 18.34% | 19.13%-0.8pp | 335.08%-316.7pp | 20.87%-2.5pp |
| Employer contribution / active EE | $4,200 | $2,211+90.0% | $3,786+10.9% | $2,310+81.8% |
| Participant deferral / active EE | $6,414 | $3,653+75.6% | $4,482+43.1% | $3,537+81.4% |
| Admin fee / account holder | $15 | $76-79.9% | $8,020-99.8% | $97-84.3% |