Filed May 13, 1997
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 Filed as: BOK FINANCIAL ASSET MANAGEMENT Service code 28 · EIN 75-2009441 | Investment Management | $38,066 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $8,152 |
Service code 10 · EIN 20-2733640 | Accounting | $7,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $100,970 | $55,453+82.1% | $170,442-40.8% | $62,292+62.1% |
| Participation rate | 97.9% | 66.4%+31.5pp | 83.6%+14.3pp | 69.5%+28.3pp |
| Annual return | 16.31% | 21.38%-5.1pp | 205.93%-189.6pp | 28.90%-12.6pp |
| Employer contribution / active EE | $3,338 | $2,164+54.3% | $5,433-38.6% | $2,042+63.4% |
| Participant deferral / active EE | $4,397 | $2,303+91.0% | $4,939-11.0% | $3,169+38.8% |
| Admin fee / account holder | $311 | $455-31.7% | $13,880-97.8% | $479-35.2% |