Filed November 14, 2006 (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, NA11+ years Filed as: BOKF NA Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $61,064 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,729 | $132,049+11.1% | $200,582-26.8% | $74,304+97.5% |
| Participation rate | 88.4% | 84.1%+4.3pp | 86.9%+1.5pp | 60.3%+28.0pp |
| Annual return | 16.34% | 22.22%-5.9pp | 42.33%-26.0pp | 29.43%-13.1pp |
| Employer contribution / active EE | $4,513 | $4,558-1.0% | $6,419-29.7% | $2,241+101.4% |
| Participant deferral / active EE | $8,309 | $7,213+15.2% | $9,331-11.0% | $3,767+120.5% |
| Admin fee / account holder | $298 | $2,405-87.6% | $16,305-98.2% | $2,969-90.0% |