Filed June 26, 2013 (most recent of 2 filings on file)
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, NA7+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $20,443 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,297 | $53,977-25.3% | $76,080-47.0% | $86,799-53.6% |
| Participation rate | 46.6% | 73.6%-27.0pp | 79.4%-32.8pp | 72.3%-25.7pp |
| Annual return | 17.39% | 14.64%+2.7pp | 42.50%-25.1pp | 97.91%-80.5pp |
| Employer contribution / active EE | $776 | $2,300-66.2% | $3,962-80.4% | $2,405-67.7% |
| Participant deferral / active EE | $1,128 | $2,980-62.1% | $4,905-77.0% | $4,131-72.7% |
| Admin fee / account holder | $36 | $108-67.0% | $4,883-99.3% | $170-79.0% |