Filed December 29, 2008
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, NA1 year Filed as: BOK FINANCIAL ASSET MGMT, INC. Service code 15 · EIN 74-2009441 | Recordkeeping | $24,225 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $6,616 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $959 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $91,647 | $61,616+48.7% | $105,722-13.3% | $55,167+66.1% |
| Participation rate | 91.5% | 72.9%+18.5pp | 78.9%+12.5pp | 69.0%+22.5pp |
| Annual return | 6.63% | 11.15%-4.5pp | 12.25%-5.6pp | 169.23%-162.6pp |
| Employer contribution / active EE | $2,398 | $3,043-21.2% | $4,079-41.2% | $1,963+22.2% |
| Participant deferral / active EE | $4,912 | $4,213+16.6% | $5,326-7.8% | $3,054+60.8% |
| Admin fee / account holder | $206 | $379-45.5% | $8,308-97.5% | $504-59.1% |