Filed October 18, 2004
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, NA3+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $41,157 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $275,777 | $85,766+221.5% | $136,294+102.3% | $70,131+293.2% |
| Participation rate | 95.9% | 74.2%+21.8pp | 81.9%+14.0pp | 69.5%+26.4pp |
| Annual return | 12.34% | 31.45%-19.1pp | 5155.94%-5143.6pp | 73.14%-60.8pp |
| Employer contribution / active EE | $11,326 | $2,966+281.9% | $4,695+141.2% | $2,342+383.5% |
| Participant deferral / active EE | $7,855 | $5,051+55.5% | $6,247+25.7% | $3,332+135.8% |
| Admin fee / account holder | $479 | $5,420-91.2% | $9,243-94.8% | $4,645-89.7% |