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, NA5 years Service code 19 · EIN 73-0780382 | Securities Custodian | $193,895 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,563 | $81,908+35.0% | $90,749+21.8% | $64,808+70.6% |
| Participation rate | 75.0% | 80.5%-5.5pp | 75.7%-0.7pp | 71.5%+3.5pp |
| Annual return | -8.65% | -12.53%+3.9pp | -12.16%+3.5pp | 32.82%-41.5pp |
| Employer contribution / active EE | $12,467 | $3,065+306.7% | $2,921+326.8% | $2,506+397.5% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $4,564-100.0% | $4,310-100.0% |
| Admin fee / account holder | $208 | $157+32.7% | $8,445-97.5% | $188+11.0% |