Filed June 8, 2005
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, NA4+ years Filed as: BOKF, N.A. Service code 19 · EIN 73-0780382 PO BOX 880 · TULSA, OK 74101 | Securities Custodian | $3,825 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,851 | $50,666-68.7% | $76,817-79.4% | $65,185-75.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 72.1%+27.9pp | 70.2%+29.8pp |
| Annual return | 6.20% | 28.51%-22.3pp | 1166.11%-1159.9pp | 29.38%-23.2pp |
| Employer contribution / active EE | $1,135 | $1,575-27.9% | $2,302-50.7% | $2,177-47.9% |
| Participant deferral / active EE | $1,478 | $2,647-44.2% | $3,336-55.7% | $3,514-57.9% |
| Admin fee / account holder | $0 | $463-100.0% | $6,420-100.0% | $847-100.0% |