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, NA3+ years Filed as: BOKF,NA Service code 19 · EIN 73-0780382 | Securities Custodian | $103,183 |
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 | $59,967 | $75,284-20.3% | $91,001-34.1% | $69,631-13.9% |
| Participation rate | 88.4% | 80.4%+8.0pp | 75.6%+12.7pp | 70.7%+17.7pp |
| Annual return | 14.33% | 48.40%-34.1pp | 4.60%+9.7pp | 27571.02%-27556.7pp |
| Employer contribution / active EE | $1,240 | $2,473-49.8% | $2,456-49.5% | $2,032-39.0% |
| Participant deferral / active EE | $3,222 | $3,700-12.9% | $3,547-9.2% | $3,224-0.1% |
| Admin fee / account holder | $0 | $111-100.0% | $5,417-100.0% | $110-100.0% |