Filed July 16, 2010 (most recent of 3 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 |
|---|---|---|
TIAA7+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $47,131 |
BOKF, NA1 year Service code 50 · EIN 73-0780382 1 ONE WILLIAMS CTR PO BOX 2300 · TULSA, OK 741720150 | Direct Payment | $17,323 |
BOKF, NA3 years Filed as: BOK FINANCIAL CORPORATION Service code 50 · EIN 73-1373454 PO BOX 2300 1 WILLIAMS CENTER · TULSA, OK 741022300 | Direct Payment | $9,406 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,163 | $94,833-4.9% | $75,696+19.1% | $86,799+3.9% |
| Participation rate | 99.0% | 79.1%+19.9pp | 74.8%+24.1pp | 72.3%+26.7pp |
| Annual return | 13.61% | 16.91%-3.3pp | 104.53%-90.9pp | 97.91%-84.3pp |
| Employer contribution / active EE | $2,949 | $2,904+1.5% | $2,743+7.5% | $2,405+22.6% |
| Participant deferral / active EE | $3,000 | $3,632-17.4% | $3,821-21.5% | $4,131-27.4% |
| Admin fee / account holder | $109 | $109+0.6% | $3,619-97.0% | $170-35.6% |