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, NA9+ years Filed as: BOKF, N.A. Service code 19 · EIN 73-0780382 P.O. BOX 2300 · TULSA, OK 74102 | Securities Custodian | $3,525 |
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 | $279,102 | $51,045+446.8% | $70,515+295.8% | $71,457+290.6% |
| Participation rate | 100.0% | 59.4%+40.6pp | 68.3%+31.7pp | 67.9%+32.1pp |
| Annual return | 18.33% | 42.63%-24.3pp | 32.77%-14.4pp | 28.85%-10.5pp |
| Employer contribution / active EE | $11,971 | $1,790+568.7% | $2,973+302.6% | $2,588+362.6% |
| Participant deferral / active EE | $11,850 | $3,026+291.5% | $4,567+159.5% | $4,289+176.3% |
| Admin fee / account holder | $12 | $1,994-99.4% | $6,412-99.8% | $1,587-99.2% |