Filed January 15, 2015 (most recent of 2 filings on file)
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 | $179,695 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $54,138 | $50,106+8.0% | $70,014-22.7% | $57,658-6.1% |
| Participation rate | 94.5% | 70.9%+23.7pp | 71.8%+22.7pp | 70.2%+24.3pp |
| Annual return | 6.05% | 14.58%-8.5pp | 12.99%-6.9pp | 5.13%+0.9pp |
| Employer contribution / active EE | $2,648 | $1,739+52.2% | $2,338+13.2% | $1,974+34.1% |
| Participant deferral / active EE | $1,223 | $2,486-50.8% | $2,931-58.3% | $3,061-60.0% |
| Admin fee / account holder | $179 | $89+100.7% | $4,380-95.9% | $95+89.4% |