Filed September 13, 1993
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, NA1 year Service code 19 PO BOX 880 · TULSA, OK 74101 | Securities Custodian | $24,581 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,611 | $24,733+72.3% | $69,647-38.8% | $74,495-42.8% |
| Participation rate | 66.9% | 63.5%+3.4pp | 66.5%+0.4pp | 67.2%-0.3pp |
| Annual return | 13.61% | 18.55%-4.9pp | 100.48%-86.9pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $1,645 | $1,001+64.4% | $1,712-4.0% | $2,623-37.3% |
| Participant deferral / active EE | $2,367 | $1,901+24.5% | $2,886-18.0% | $4,346-45.5% |
| Admin fee / account holder | $180 | $1,892-90.5% | $4,713-96.2% | $1,942-90.7% |