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, NA3 years Service code 19 · EIN 73-0780382 PO BOX 880 · TULSA, OK 74101 | Securities Custodian | $1,427 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $82,887 | $54,590+51.8% | $81,930+1.2% | $73,488+12.8% |
| Participation rate | 97.5% | 68.3%+29.1pp | 72.0%+25.5pp | 70.7%+26.8pp |
| Annual return | 0.05% | 17.74%-17.7pp | 29.49%-29.4pp | 28.51%-28.5pp |
| Employer contribution / active EE | $3,735 | $1,636+128.3% | $4,310-13.3% | $2,270+64.5% |
| Participant deferral / active EE | $4,476 | $2,759+62.3% | $7,107-37.0% | $3,740+19.7% |
| Admin fee / account holder | $6 | $592-99.0% | $5,158-99.9% | $513-98.9% |