Filed March 1, 2005
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 9-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, NA1 year Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $19,445 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,030 | $69,362+13.9% | $101,248-21.9% | $73,488+7.5% |
| Participation rate | 67.0% | 68.4%-1.4pp | 75.8%-8.8pp | 70.7%-3.7pp |
| Annual return | 16.87% | 18.46%-1.6pp | 46.47%-29.6pp | 28.51%-11.6pp |
| Employer contribution / active EE | $1,570 | $2,628-40.3% | $3,660-57.1% | $2,270-30.8% |
| Participant deferral / active EE | $3,034 | $3,300-8.1% | $4,370-30.6% | $3,740-18.9% |
| Admin fee / account holder | $234 | $704-66.8% | $5,945-96.1% | $513-54.4% |