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 |
|---|---|---|
TIAA9+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $66,750 |
BOKF, NA3 years Service code 26 · EIN 73-0780382 1 ONE WILLIAMS CTR PO BOX 2300 · TULSA, OK 741720150 | Advisory (Participants) | $32,738 |
BOKF, NA5 years Filed as: BOK FINANCIAL CORPORATION Service code 50 · EIN 73-1373454 PO BOX 2300 1 WILLIAMS CENTER · TULSA, OK 741022300 | Direct Payment | $7,896 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,420 | $83,884-1.7% | $64,056+28.7% | $74,419+10.8% |
| Participation rate | 99.0% | 76.6%+22.4pp | 72.3%+26.7pp | 70.7%+28.3pp |
| Annual return | 16.72% | 16.57%+0.2pp | 33.69%-17.0pp | 34.38%-17.7pp |
| Employer contribution / active EE | $3,092 | $3,084+0.3% | $2,747+12.6% | $2,637+17.3% |
| Participant deferral / active EE | $2,834 | $3,692-23.2% | $3,880-26.9% | $4,528-37.4% |
| Admin fee / account holder | $155 | $196-21.0% | $3,068-95.0% | $348-55.5% |