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, NA8+ years Filed as: BOKF,NA Service code 19 · EIN 73-0780382 | Securities Custodian | $149,875 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,561 | $136,266-58.5% | $90,749-37.7% | $77,904-27.4% |
| Participation rate | 98.2% | 86.6%+11.6pp | 75.7%+22.5pp | 73.7%+24.5pp |
| Annual return | -12.64% | -11.32%-1.3pp | -12.16%-0.5pp | 12.21%-24.8pp |
| Employer contribution / active EE | $1,701 | $4,215-59.6% | $2,921-41.8% | $2,848-40.3% |
| Participant deferral / active EE | $4,234 | $6,353-33.4% | $4,564-7.2% | $4,806-11.9% |
| Admin fee / account holder | $133 | $399-66.6% | $8,445-98.4% | $133+0.4% |