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, NA5+ years Filed as: BOKF, N.A. Service code 19 · EIN 73-0780382 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $7,564 |
Filed as: BRIGHTHOUSE LIFE INSURANCE COMPANY Service code 22 · EIN 06-0566090 | Insurance Broker | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $225,414 | $47,922+370.4% | $75,886+197.0% | $65,185+245.8% |
| Participation rate | 99.1% | 63.0%+36.1pp | 69.3%+29.8pp | 70.2%+28.9pp |
| Annual return | 20.13% | 24.12%-4.0pp | 30.76%-10.6pp | 29.38%-9.3pp |
| Employer contribution / active EE | $9,461 | $1,557+507.6% | $2,500+278.4% | $2,177+334.6% |
| Participant deferral / active EE | $10,017 | $2,550+292.8% | $3,603+178.0% | $3,514+185.1% |
| Admin fee / account holder | $27 | $532-95.0% | $5,418-99.5% | $847-96.8% |