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, NA10+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $132,618 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,543 | $64,768+24.4% | $76,190+5.7% | $77,643+3.7% |
| Participation rate | 0.0% | 72.6%-72.6pp | 79.3%-79.3pp | 70.6%-70.6pp |
| Annual return | 12.66% | 13.90%-1.2pp | 13.78%-1.1pp | 31.24%-18.6pp |
| Employer contribution / active EE | $1,356 | $2,747-50.6% | $4,578-70.4% | $2,726-50.3% |
| Participant deferral / active EE | $1,557 | $3,709-58.0% | $5,474-71.6% | $4,647-66.5% |
| Admin fee / account holder | $418 | $1,025-59.2% | $5,123-91.8% | $430-2.8% |