Filed December 19, 2012
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 Service code 15 · EIN 73-0780382 | Recordkeeping | $72,547 |
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 | $94,780 | $73,404+29.1% | $87,100+8.8% | $67,579+40.3% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.9%+23.1pp | 71.3%+28.7pp |
| Annual return | 23.91% | 48.29%-24.4pp | 28.19%-4.3pp | 378.56%-354.6pp |
| Employer contribution / active EE | $2,457 | $2,014+22.0% | $2,521-2.6% | $2,148+14.4% |
| Participant deferral / active EE | $6,324 | $3,913+61.6% | $4,049+56.2% | $3,539+78.7% |
| Admin fee / account holder | $165 | $142+16.2% | $7,497-97.8% | $142+15.6% |