Filed December 27, 1996
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, NA3+ years Filed as: BOKF, N.A. Service code 19 · EIN 73-0780382 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $1,791 |
Filed as: BRIGHTHOUSE LIFE INSURANCE COMPANY Service code 22 · EIN 06-0566090 | Insurance Broker | $0 |
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 | $197,967 | $46,297+327.6% | $71,671+176.2% | $62,292+217.8% |
| Participation rate | 99.5% | 60.6%+38.9pp | 68.7%+30.8pp | 69.5%+30.0pp |
| Annual return | 15.96% | 22.32%-6.4pp | 20.65%-4.7pp | 28.90%-12.9pp |
| Employer contribution / active EE | $8,377 | $1,412+493.3% | $2,460+240.6% | $2,042+310.2% |
| Participant deferral / active EE | $8,850 | $2,235+295.9% | $3,438+157.4% | $3,169+179.2% |
| Admin fee / account holder | $70 | $461-84.8% | $5,558-98.7% | $479-85.4% |