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, NA4+ years Filed as: BOKF, N.A. Service code 19 · EIN 73-0780382 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $8,117 |
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 | $183,258 | $42,396+332.3% | $67,313+172.2% | $56,287+225.6% |
| Participation rate | 99.6% | 61.0%+38.6pp | 69.1%+30.5pp | 69.9%+29.7pp |
| Annual return | -2.42% | -36.63%+34.2pp | -4.08%+1.7pp | -9.96%+7.5pp |
| Employer contribution / active EE | $8,536 | $1,414+503.9% | $2,566+232.7% | $2,111+304.4% |
| Participant deferral / active EE | $9,227 | $2,360+291.0% | $3,568+158.6% | $3,350+175.4% |
| Admin fee / account holder | $29 | $510-94.4% | $4,507-99.4% | $521-94.5% |