Filed February 4, 2005 (most recent of 3 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, NA1+ years Filed as: BOKF,NA Service code 19 · EIN 73-0780382 | Securities Custodian | $8,150 |
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 | $50,921 | $81,321-37.4% | $68,509-25.7% | $59,188-14.0% |
| Participation rate | 86.4% | 83.8%+2.6pp | 74.7%+11.7pp | 69.4%+17.0pp |
| Annual return | 0.00% | 4.65%-4.6pp | 8.27%-8.3pp | 5.51%-5.5pp |
| Employer contribution / active EE | $1,138 | $3,297-65.5% | $2,278-50.0% | $2,098-45.8% |
| Participant deferral / active EE | $3,005 | $4,592-34.6% | $3,382-11.2% | $3,265-8.0% |
| Admin fee / account holder | $8 | $62-86.4% | $5,275-99.8% | $92-90.9% |