Filed September 16, 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, NA5+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $104,734 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $48,231 | $105,247-54.2% | $87,100-44.6% | $77,787-38.0% |
| Participation rate | 97.8% | 85.8%+12.0pp | 76.9%+21.0pp | 73.2%+24.6pp |
| Annual return | 21.32% | 24.52%-3.2pp | 28.19%-6.9pp | 32.57%-11.3pp |
| Employer contribution / active EE | $930 | $2,895-67.9% | $2,521-63.1% | $2,504-62.9% |
| Participant deferral / active EE | $2,756 | $5,060-45.5% | $4,049-31.9% | $3,967-30.5% |
| Admin fee / account holder | $55 | $104-47.7% | $7,497-99.3% | $100-45.4% |