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, NA5+ years Filed as: BOKF, N.A. Service code 19 · EIN 73-0780382 PO BOX 880 · TULSA, OK 74101 | Securities Custodian | $4,050 |
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 | $17,414 | $54,590-68.1% | $81,930-78.7% | $73,488-76.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 72.0%+28.0pp | 70.7%+29.3pp |
| Annual return | -1.41% | 17.74%-19.1pp | 29.49%-30.9pp | 28.51%-29.9pp |
| Employer contribution / active EE | $1,582 | $1,636-3.3% | $4,310-63.3% | $2,270-30.3% |
| Participant deferral / active EE | $1,939 | $2,759-29.7% | $7,107-72.7% | $3,740-48.1% |
| Admin fee / account holder | $6 | $592-99.0% | $5,158-99.9% | $513-98.9% |