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, NA4+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $47,267 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $118,638 | $73,102+62.3% | $123,544-4.0% | $56,287+110.8% |
| Participation rate | 64.1% | 74.3%-10.2pp | 82.3%-18.2pp | 69.9%-5.7pp |
| Annual return | -5.08% | 3.01%-8.1pp | 119.20%-124.3pp | -9.96%+4.9pp |
| Employer contribution / active EE | $2,190 | $2,977-26.4% | $4,628-52.7% | $2,111+3.8% |
| Participant deferral / active EE | $5,478 | $5,423+1.0% | $6,426-14.7% | $3,350+63.5% |
| Admin fee / account holder | $338 | $554-38.9% | $9,284-96.4% | $521-35.0% |