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, NA4+ years Filed as: BOKF,NA Service code 19 · EIN 73-0780382 | Securities Custodian | $66,768 |
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 | $57,260 | $65,223-12.2% | $80,019-28.4% | $55,725+2.8% |
| Participation rate | 89.5% | 80.6%+8.9pp | 75.8%+13.7pp | 70.9%+18.6pp |
| Annual return | -3.90% | 7.59%-11.5pp | 11.22%-15.1pp | 244.93%-248.8pp |
| Employer contribution / active EE | $1,334 | $2,544-47.6% | $2,468-45.9% | $2,078-35.8% |
| Participant deferral / active EE | $3,381 | $3,881-12.9% | $3,686-8.3% | $3,356+0.8% |
| Admin fee / account holder | $67 | $114-41.7% | $6,521-99.0% | $115-42.2% |