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, NA2 years Service code 19 · EIN 73-0780382 | Securities Custodian | $237,463 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $112,199 | $74,347+50.9% | $93,606+19.9% | $67,579+66.0% |
| Participation rate | 77.1% | 80.6%-3.5pp | 75.8%+1.2pp | 71.3%+5.8pp |
| Annual return | 16.80% | 28.07%-11.3pp | 32.76%-16.0pp | 378.56%-361.8pp |
| Employer contribution / active EE | $11,455 | $2,583+343.5% | $2,718+321.5% | $2,148+433.4% |
| Participant deferral / active EE | $0 | $4,060-100.0% | $4,069-100.0% | $3,539-100.0% |
| Admin fee / account holder | $276 | $123+124.8% | $7,888-96.5% | $142+93.8% |