Filed December 10, 2002
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, NA5+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $951 |
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 | $36,393 | $46,722-22.1% | $130,648-72.1% | $65,185-44.2% |
| Participation rate | 63.8% | 60.9%+2.8pp | 71.7%-8.0pp | 70.2%-6.4pp |
| Annual return | 28.41% | 24.17%+4.2pp | 1708.96%-1680.6pp | 29.38%-1.0pp |
| Employer contribution / active EE | $1,115 | $1,488-25.1% | $4,092-72.8% | $2,177-48.8% |
| Participant deferral / active EE | $1,595 | $2,545-37.3% | $3,603-55.7% | $3,514-54.6% |
| Admin fee / account holder | -$4 | $453-100.9% | $5,464-100.1% | $847-100.5% |