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, NA2+ years Filed as: BOKF, N.A. Service code 19 · EIN 73-0780382 | Securities Custodian | $32,037 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Filed as: LOCTON COMPANIES, LLC Service code 33 444 W. 47TH STREET · KANSAS CITY, MO 64112 | Distribution (12b-1) fees; Securities... | $30,989 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $60,107 | $46,761+28.5% | $106,619-43.6% | $57,658+4.2% |
| Participation rate | 44.6% | 56.9%-12.3pp | 78.0%-33.4pp | 70.2%-25.7pp |
| Annual return | 8.05% | 15.77%-7.7pp | 9.42%-1.4pp | 5.13%+2.9pp |
| Employer contribution / active EE | $897 | $1,274-29.6% | $3,947-77.3% | $1,974-54.6% |
| Participant deferral / active EE | $1,708 | $1,954-12.6% | $3,930-56.5% | $3,061-44.2% |
| Admin fee / account holder | $207 | $97+113.5% | $6,418-96.8% | $95+118.5% |