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, NA6+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $9,774 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $42,016 | $53,901-22.0% | $134,143-68.7% | $73,488-42.8% |
| Participation rate | 58.3% | 62.8%-4.5pp | 72.2%-13.9pp | 70.7%-12.4pp |
| Annual return | 15.74% | 15.82%-0.1pp | 36.33%-20.6pp | 28.51%-12.8pp |
| Employer contribution / active EE | $1,099 | $1,458-24.6% | $3,704-70.3% | $2,270-51.6% |
| Participant deferral / active EE | $1,605 | $2,739-41.4% | $3,499-54.1% | $3,740-57.1% |
| Admin fee / account holder | $90 | $581-84.5% | $6,684-98.7% | $513-82.5% |