Filed August 8, 2013
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: BOKF, NA. Service code 19 · EIN 73-0780382 1 WILLIAMS CENTER · TULSA, OK 74101 | Securities Custodian | $6,973 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,285 | $79,523-69.5% | $140,016-82.7% | $56,287-56.9% |
| Participation rate | 98.7% | 85.7%+13.0pp | 87.5%+11.2pp | 69.9%+28.9pp |
| Annual return | 3.26% | 2.39%+0.9pp | 651.12%-647.9pp | -9.96%+13.2pp |
| Employer contribution / active EE | $2,143 | $3,350-36.0% | $5,606-61.8% | $2,111+1.5% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $6,927-100.0% | $3,350-100.0% |
| Admin fee / account holder | $18 | $614-97.0% | $10,705-99.8% | $521-96.4% |