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, NA1 year Service code 19 · EIN 73-0780382 | Securities Custodian | $232,437 |
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 | $92,288 | $65,223+41.5% | $80,019+15.3% | $55,725+65.6% |
| Participation rate | 92.1% | 80.6%+11.5pp | 75.8%+16.2pp | 70.9%+21.2pp |
| Annual return | 1.57% | 7.59%-6.0pp | 11.22%-9.6pp | 244.93%-243.4pp |
| Employer contribution / active EE | $13,672 | $2,544+437.4% | $2,468+454.0% | $2,078+557.9% |
| Participant deferral / active EE | $0 | $3,881-100.0% | $3,686-100.0% | $3,356-100.0% |
| Admin fee / account holder | $266 | $114+133.1% | $6,521-95.9% | $115+131.2% |