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, NA3+ years Service code 19 · EIN 73-0780382 | Securities Custodian | $2,713 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
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 | $53,009 | $80,753-34.4% | $136,294-61.1% | $62,292-14.9% |
| Participation rate | 87.1% | 73.5%+13.6pp | 81.9%+5.2pp | 69.5%+17.6pp |
| Annual return | 19.27% | 35.83%-16.6pp | 5155.94%-5136.7pp | 28.90%-9.6pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,673 | $5,164-48.2% | $6,247-57.2% | $3,169-15.7% |
| Admin fee / account holder | $15 | $525-97.2% | $9,243-99.8% | $479-97.0% |