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, NA8+ years Service code 21 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Bank Trustee | $45,494 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,343 | $84,487+57.8% | $125,339+6.4% | $66,914+99.3% |
| Participation rate | 89.8% | 76.4%+13.4pp | 82.4%+7.4pp | 69.8%+20.0pp |
| Annual return | -17.42% | -8.39%-9.0pp | 572.05%-589.5pp | 1.58%-19.0pp |
| Employer contribution / active EE | $2,771 | $3,553-22.0% | $4,814-42.4% | $2,544+8.9% |
| Participant deferral / active EE | $6,800 | $6,781+0.3% | $7,446-8.7% | $4,237+60.5% |
| Admin fee / account holder | $286 | $685-58.2% | $10,010-97.1% | $593-51.8% |