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, NA3 years Service code 19 · EIN 73-0780382 | Securities Custodian | $242,778 |
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 | $118,337 | $85,135+39.0% | $98,907+19.6% | $73,409+61.2% |
| Participation rate | 72.9% | 81.1%-8.3pp | 76.0%-3.2pp | 72.2%+0.7pp |
| Annual return | 4.03% | 19.14%-15.1pp | 196.43%-192.4pp | 59.29%-55.3pp |
| Employer contribution / active EE | $12,204 | $2,721+348.5% | $2,689+353.9% | $2,234+446.4% |
| Participant deferral / active EE | $0 | $4,349-100.0% | $4,244-100.0% | $3,805-100.0% |
| Admin fee / account holder | $277 | $139+99.2% | $6,642-95.8% | $158+75.7% |