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, NA2+ years Filed as: BOKF NA Service code 27 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Advisory (Plan) | $24,366 |
ALLIANCE BENEFIT GROUP2+ years Filed as: ALLIANCE BENEFIT GROUP SOUTHWEST Service code 15 · EIN 38-3944313 7425 JEFFERSON ST NE · ALBUQUERQUE, NM 87109 | Recordkeeping | $9,360 |
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 | $71,966 | $74,089-2.9% | $133,980-46.3% | $55,167+30.5% |
| Participation rate | 91.9% | 84.3%+7.6pp | 87.1%+4.8pp | 69.0%+22.9pp |
| Annual return | 7.12% | 12.11%-5.0pp | 29.30%-22.2pp | 169.23%-162.1pp |
| Employer contribution / active EE | $3,366 | $3,064+9.9% | $5,211-35.4% | $1,963+71.5% |
| Participant deferral / active EE | $5,671 | $4,678+21.2% | $6,282-9.7% | $3,054+85.7% |
| Admin fee / account holder | $211 | $458-54.0% | $9,324-97.7% | $504-58.2% |