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, NA5+ years Filed as: BOKF,NA Service code 19 · EIN 73-0780382 | Securities Custodian | $92,028 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $58,103 | $74,347-21.8% | $93,606-37.9% | $67,579-14.0% |
| Participation rate | 100.0% | 80.6%+19.4pp | 75.8%+24.2pp | 71.3%+28.7pp |
| Annual return | 21.54% | 28.07%-6.5pp | 32.76%-11.2pp | 378.56%-357.0pp |
| Employer contribution / active EE | $1,391 | $2,583-46.1% | $2,718-48.8% | $2,148-35.2% |
| Participant deferral / active EE | $3,567 | $4,060-12.1% | $4,069-12.3% | $3,539+0.8% |
| Admin fee / account holder | $80 | $123-34.8% | $7,888-99.0% | $142-43.8% |