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, NA8+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $662 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,261 | $45,602-11.7% | $117,472-65.7% | $66,914-39.8% |
| Participation rate | 73.8% | 57.6%+16.1pp | 70.6%+3.2pp | 69.8%+4.0pp |
| Annual return | -18.71% | -16.74%-2.0pp | 29.74%-48.4pp | 1.58%-20.3pp |
| Employer contribution / active EE | $1,450 | $1,579-8.1% | $4,176-65.3% | $2,544-43.0% |
| Participant deferral / active EE | $2,257 | $2,845-20.7% | $4,070-44.5% | $4,237-46.7% |
| Admin fee / account holder | $5 | $661-99.2% | $5,645-99.9% | $593-99.1% |