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, NA2 years Filed as: BOK FINANCIAL ASSET MGMT, INC. Service code 15 · EIN 74-2009441 | Recordkeeping | $38,809 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $7,404 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $712 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $128,606 | $66,180+94.3% | $118,746+8.3% | $62,292+106.5% |
| Participation rate | 92.7% | 71.3%+21.4pp | 78.3%+14.5pp | 69.5%+23.2pp |
| Annual return | 15.39% | 60.89%-45.5pp | 24.54%-9.2pp | 28.90%-13.5pp |
| Employer contribution / active EE | $2,003 | $3,183-37.1% | $4,193-52.2% | $2,042-1.9% |
| Participant deferral / active EE | $5,087 | $4,247+19.8% | $5,332-4.6% | $3,169+60.5% |
| Admin fee / account holder | $398 | $753-47.1% | $10,720-96.3% | $479-16.9% |