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, NA9+ years Service code 15 · EIN 73-0780382 PO BOX 2300 · TULSA, OK 74102 | Recordkeeping | $104,098 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,619 | $99,078-6.5% | $96,544-4.1% | $74,419+24.5% |
| Participation rate | 99.2% | 80.7%+18.5pp | 76.0%+23.2pp | 70.7%+28.4pp |
| Annual return | 19.27% | 22.48%-3.2pp | 25.84%-6.6pp | 34.38%-15.1pp |
| Employer contribution / active EE | $3,119 | $2,570+21.3% | $2,965+5.2% | $2,637+18.3% |
| Participant deferral / active EE | $7,020 | $4,933+42.3% | $4,851+44.7% | $4,528+55.0% |
| Admin fee / account holder | $182 | $225-18.9% | $8,252-97.8% | $348-47.6% |