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, NA10+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $2,814 |
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 | $55,233 | $52,406+5.4% | $129,207-57.3% | $74,495-25.9% |
| Participation rate | 56.8% | 53.8%+3.0pp | 69.6%-12.8pp | 67.2%-10.4pp |
| Annual return | 16.05% | 15.66%+0.4pp | 9417.33%-9401.3pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $1,392 | $1,531-9.0% | $4,153-66.5% | $2,623-46.9% |
| Participant deferral / active EE | $2,144 | $2,794-23.3% | $4,168-48.6% | $4,346-50.7% |
| Admin fee / account holder | $24 | $2,633-99.1% | $7,715-99.7% | $1,942-98.8% |