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, NA4+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $116,209 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $68,757 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,876 | $88,874-63.0% | $123,544-73.4% | $75,289-56.3% |
| Participation rate | 85.8% | 75.9%+9.9pp | 82.3%+3.5pp | 72.4%+13.4pp |
| Annual return | 18.21% | 4.22%+14.0pp | 119.20%-101.0pp | -0.04%+18.3pp |
| Employer contribution / active EE | $294 | $3,256-91.0% | $4,628-93.7% | $2,405-87.8% |
| Participant deferral / active EE | $2,891 | $6,174-53.2% | $6,426-55.0% | $3,739-22.7% |
| Admin fee / account holder | $123 | $95+29.9% | $9,284-98.7% | $102+20.0% |