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, NA6+ years Filed as: BOKF, N.A. Service code 19 · EIN 73-0780382 PO BOX 880 · TULSA, OK 74101 | Securities Custodian | $3,225 |
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 | $21,269 | $59,584-64.3% | $86,874-75.5% | $79,386-73.2% |
| Participation rate | 92.5% | 67.7%+24.8pp | 71.6%+20.8pp | 70.7%+21.8pp |
| Annual return | 32.19% | 23.15%+9.0pp | 63.52%-31.3pp | 116.85%-84.7pp |
| Employer contribution / active EE | $1,363 | $1,768-22.9% | $2,495-45.4% | $2,427-43.9% |
| Participant deferral / active EE | $1,762 | $3,036-42.0% | $3,699-52.4% | $4,046-56.4% |
| Admin fee / account holder | $28 | $604-95.4% | $5,828-99.5% | $626-95.5% |