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, NA7+ years Service code 15 · EIN 73-0780382 | Recordkeeping | $103,674 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,146 | $185,342-34.6% | $111,297+8.8% | $86,799+39.6% |
| Participation rate | 99.2% | 81.0%+18.2pp | 77.3%+21.9pp | 72.3%+26.9pp |
| Annual return | 14.55% | 500.80%-486.3pp | 54.65%-40.1pp | 97.91%-83.4pp |
| Employer contribution / active EE | $2,904 | $2,246+29.3% | $2,731+6.3% | $2,405+20.7% |
| Participant deferral / active EE | $6,118 | $4,458+37.2% | $4,487+36.4% | $4,131+48.1% |
| Admin fee / account holder | $237 | $255-7.3% | $7,964-97.0% | $170+39.6% |