Filed June 14, 2006
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, NA2+ years Service code 19 · EIN 73-0780382 | Securities Custodian | $1,867 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $46,112 | $75,183-38.7% | $123,892-62.8% | $55,167-16.4% |
| Participation rate | 80.6% | 72.8%+7.8pp | 81.4%-0.8pp | 69.0%+11.6pp |
| Annual return | 7.29% | 19.01%-11.7pp | 47.52%-40.2pp | 169.23%-161.9pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,162 | $5,084-77.2% | $5,984-80.6% | $3,054-62.0% |
| Admin fee / account holder | $11 | $663-98.4% | $8,357-99.9% | $504-97.9% |