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 Service code 19 · EIN 73-0780382 PO BOX 880 · TULSA, OK 74101 | Securities Custodian | $1,050 |
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 | $82,306 | $59,584+38.1% | $86,874-5.3% | $79,386+3.7% |
| Participation rate | 93.3% | 67.7%+25.6pp | 71.6%+21.6pp | 70.7%+22.6pp |
| Annual return | 25.07% | 23.15%+1.9pp | 63.52%-38.5pp | 116.85%-91.8pp |
| Employer contribution / active EE | $3,094 | $1,768+75.1% | $2,495+24.0% | $2,427+27.5% |
| Participant deferral / active EE | $4,036 | $3,036+32.9% | $3,699+9.1% | $4,046-0.2% |
| Admin fee / account holder | $24 | $604-96.1% | $5,828-99.6% | $626-96.2% |