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, NA1 year Service code 19 · EIN 73-0780382 PO BOX 880 · TULSA, OK 74101 | Securities Custodian | $7,685 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $84,427 | $43,504+94.1% | $68,793+22.7% | $56,287+50.0% |
| Participation rate | 99.1% | 67.8%+31.3pp | 72.2%+26.9pp | 69.9%+29.3pp |
| Annual return | 10.31% | -3.15%+13.5pp | -4.63%+14.9pp | -9.96%+20.3pp |
| Employer contribution / active EE | $6,134 | $1,525+302.2% | $2,625+133.7% | $2,111+190.6% |
| Participant deferral / active EE | $4,092 | $2,509+63.1% | $3,311+23.6% | $3,350+22.2% |
| Admin fee / account holder | $53 | $515-89.7% | $5,131-99.0% | $521-89.8% |