Filed October 11, 2006
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 Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $20,348 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 71 1585 BROADWAY · NEW YORK, NY 10036 | Brokerage Fees | $0 |
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 | $50,752 | $75,284-32.6% | $91,001-44.2% | $69,631-27.1% |
| Participation rate | 94.5% | 80.4%+14.1pp | 75.6%+18.9pp | 70.7%+23.8pp |
| Annual return | 20.78% | 48.40%-27.6pp | 4.60%+16.2pp | 27571.02%-27550.2pp |
| Employer contribution / active EE | $1,166 | $2,473-52.8% | $2,456-52.5% | $2,032-42.6% |
| Participant deferral / active EE | $3,577 | $3,700-3.3% | $3,547+0.8% | $3,224+11.0% |
| Admin fee / account holder | $25 | $111-77.0% | $5,417-99.5% | $110-76.9% |