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, NA7+ years Filed as: BOKF, N.A. Service code 19 · EIN 73-0780382 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $17,877 |
Filed as: BRIGHTHOUSE LIFE INSURANCE COMPANY Service code 22 · EIN 06-0566090 | Insurance Broker | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $285,457 | $60,776+369.7% | $85,682+233.2% | $79,386+259.6% |
| Participation rate | 99.2% | 62.1%+37.1pp | 69.9%+29.3pp | 70.7%+28.5pp |
| Annual return | 14.11% | 16.57%-2.5pp | 21.49%-7.4pp | 116.85%-102.7pp |
| Employer contribution / active EE | $10,565 | $1,663+535.2% | $2,618+303.5% | $2,427+335.2% |
| Participant deferral / active EE | $11,053 | $2,919+278.7% | $3,923+181.8% | $4,046+173.2% |
| Admin fee / account holder | $62 | $438-85.8% | $6,873-99.1% | $626-90.1% |