Filed October 18, 2004
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 · EIN 73-0780382 | Securities Custodian | $4,872 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,586 | $55,347+105.2% | $120,368-5.6% | $199,768-43.1% |
| Participation rate | 29.2% | 52.9%-23.7pp | 71.9%-42.7pp | 72.0%-42.8pp |
| Annual return | 14.29% | 15.37%-1.1pp | 107.26%-93.0pp | 34.26%-20.0pp |
| Employer contribution / active EE | $691 | $1,296-46.7% | $3,465-80.1% | $3,037-77.3% |
| Participant deferral / active EE | $1,346 | $2,350-42.7% | $4,991-73.0% | $5,090-73.6% |
| Admin fee / account holder | $14 | $134-89.9% | $9,429-99.9% | $269-95.0% |