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, NA6+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $39,117 |
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 | $163,181 | $99,957+63.3% | $149,696+9.0% | $73,488+122.1% |
| Participation rate | 73.9% | 75.7%-1.8pp | 82.5%-8.5pp | 70.7%+3.3pp |
| Annual return | 15.53% | 53.87%-38.3pp | 276.60%-261.1pp | 28.51%-13.0pp |
| Employer contribution / active EE | $2,901 | $3,191-9.1% | $4,644-37.5% | $2,270+27.8% |
| Participant deferral / active EE | $7,143 | $6,073+17.6% | $6,842+4.4% | $3,740+91.0% |
| Admin fee / account holder | $260 | $551-52.8% | $9,309-97.2% | $513-49.4% |