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, NA10+ years Filed as: BOKF, N.A. Service code 19 · EIN 73-0780382 P.O. BOX 2300 · TULSA, OK 74102 | Securities Custodian | $13,960 |
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 | $312,719 | $54,517+473.6% | $75,972+311.6% | $74,495+319.8% |
| Participation rate | 100.0% | 60.3%+39.7pp | 69.1%+30.9pp | 67.2%+32.8pp |
| Annual return | 14.66% | 31.82%-17.2pp | 359.55%-344.9pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $12,508 | $1,777+603.8% | $2,685+365.9% | $2,623+376.9% |
| Participant deferral / active EE | $12,270 | $3,066+300.3% | $4,255+188.3% | $4,346+182.3% |
| Admin fee / account holder | $48 | $2,229-97.8% | $6,467-99.3% | $1,942-97.5% |