Filed September 14, 1992
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, NA4+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $11,848 |
Participant contribution per participant 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 | $25,721 | $62,543-58.9% | $83,333-69.1% | $55,725-53.8% |
| Participation rate | 97.4% | 78.4%+19.0pp | 77.8%+19.6pp | 70.9%+26.5pp |
| Annual return | -3.73% | 14.85%-18.6pp | 10.63%-14.4pp | 244.93%-248.7pp |
| Employer contribution / active EE | $1,339 | $2,427-44.8% | $3,379-60.4% | $2,078-35.5% |
| Participant deferral / active EE | $1,770 | $5,682-68.9% | $5,565-68.2% | $3,356-47.3% |
| Admin fee / account holder | $19 | $103-81.3% | $7,510-99.7% | $115-83.2% |