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, NA6+ years Filed as: BOKF,NA Service code 19 · EIN 73-0780382 | Securities Custodian | $89,052 |
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 | $66,285 | $85,135-22.1% | $98,907-33.0% | $73,409-9.7% |
| Participation rate | 98.3% | 81.1%+17.1pp | 76.0%+22.2pp | 72.2%+26.1pp |
| Annual return | 15.26% | 19.14%-3.9pp | 196.43%-181.2pp | 59.29%-44.0pp |
| Employer contribution / active EE | $1,582 | $2,721-41.8% | $2,689-41.2% | $2,234-29.2% |
| Participant deferral / active EE | $4,066 | $4,349-6.5% | $4,244-4.2% | $3,805+6.8% |
| Admin fee / account holder | $76 | $139-45.7% | $6,642-98.9% | $158-52.1% |