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, NA10+ years Service code 15 · EIN 73-0780382 PO BOX 2300 · TULSA, OK 74102 | Recordkeeping | $55,470 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,856 | $88,890+20.2% | $102,423+4.3% | $77,643+37.6% |
| Participation rate | 99.8% | 80.9%+18.9pp | 76.5%+23.3pp | 70.6%+29.2pp |
| Annual return | 16.17% | 24.98%-8.8pp | 29.32%-13.2pp | 31.24%-15.1pp |
| Employer contribution / active EE | $2,749 | $2,698+1.9% | $3,023-9.1% | $2,726+0.9% |
| Participant deferral / active EE | $7,784 | $5,145+51.3% | $5,053+54.1% | $4,647+67.5% |
| Admin fee / account holder | $92 | $235-61.1% | $9,451-99.0% | $430-78.7% |