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, NA8+ years Service code 15 · EIN 73-0780382 | Recordkeeping | $110,294 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,651 | $72,254+19.9% | $86,6770% | $64,808+33.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.6%+23.4pp | 71.5%+28.5pp |
| Annual return | -16.91% | 392.42%-409.3pp | 35.91%-52.8pp | 32.82%-49.7pp |
| Employer contribution / active EE | $2,617 | $2,393+9.4% | $2,836-7.8% | $2,506+4.4% |
| Participant deferral / active EE | $7,682 | $4,658+64.9% | $4,656+65.0% | $4,310+78.2% |
| Admin fee / account holder | $222 | $174+27.6% | $7,493-97.0% | $188+18.2% |