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, NA6+ years Filed as: BOKF, N.A. Service code 19 · EIN 73-0780382 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $8,224 |
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 | $248,072 | $55,636+345.9% | $81,983+202.6% | $73,488+237.6% |
| Participation rate | 99.1% | 62.3%+36.9pp | 69.2%+29.9pp | 70.7%+28.5pp |
| Annual return | 13.09% | 19.07%-6.0pp | 41.31%-28.2pp | 28.51%-15.4pp |
| Employer contribution / active EE | $9,719 | $1,625+498.3% | $2,498+289.1% | $2,270+328.1% |
| Participant deferral / active EE | $10,346 | $2,762+274.6% | $3,722+178.0% | $3,740+176.7% |
| Admin fee / account holder | $26 | $493-94.7% | $5,664-99.5% | $513-94.9% |