Filed December 19, 2002
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+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $23,404 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $108,355 | $70,002+54.8% | $115,037-5.8% | $52,331+107.1% |
| Participation rate | 81.4% | 72.1%+9.3pp | 81.4%0pp | 68.1%+13.3pp |
| Annual return | -1.71% | 4.04%-5.8pp | 26.14%-27.9pp | 4.54%-6.3pp |
| Employer contribution / active EE | $2,238 | $2,715-17.6% | $4,608-51.4% | $1,882+18.9% |
| Participant deferral / active EE | $5,450 | $4,920+10.8% | $6,026-9.6% | $3,022+80.3% |
| Admin fee / account holder | $167 | $566-70.4% | $8,175-98.0% | $592-71.7% |