Filed August 14, 2009
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, NA10+ years Filed as: BOKF, N.A. Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $37,842 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $376,438 | $102,382+267.7% | $147,005+156.1% | $80,874+365.5% |
| Participation rate | 98.8% | 75.8%+22.9pp | 82.2%+16.6pp | 67.6%+31.1pp |
| Annual return | 8.81% | 134.89%-126.1pp | 418.76%-410.0pp | 35.62%-26.8pp |
| Employer contribution / active EE | $9,375 | $3,715+152.4% | $4,934+90.0% | $2,756+240.2% |
| Participant deferral / active EE | $11,746 | $6,646+76.7% | $8,070+45.6% | $4,297+173.4% |
| Admin fee / account holder | $364 | $7,942-95.4% | $13,006-97.2% | $6,935-94.8% |