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, NA9+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $1,967 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,606 | $48,335-5.6% | $121,098-62.3% | $71,457-36.2% |
| Participation rate | 69.4% | 54.3%+15.1pp | 69.5%-0.1pp | 67.9%+1.5pp |
| Annual return | 18.40% | 23.32%-4.9pp | 985.75%-967.3pp | 28.85%-10.4pp |
| Employer contribution / active EE | $1,444 | $1,489-3.0% | $4,164-65.3% | $2,588-44.2% |
| Participant deferral / active EE | $2,198 | $2,754-20.2% | $4,080-46.1% | $4,289-48.8% |
| Admin fee / account holder | $17 | $1,841-99.1% | $5,644-99.7% | $1,587-98.9% |