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, NA6+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $174,990 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $76,901 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $48,159 | $127,481-62.2% | $149,696-67.8% | $90,288-46.7% |
| Participation rate | 88.9% | 78.2%+10.7pp | 82.5%+6.4pp | 73.4%+15.6pp |
| Annual return | 23.02% | 57.78%-34.8pp | 276.60%-253.6pp | 53.97%-30.9pp |
| Employer contribution / active EE | $372 | $3,448-89.2% | $4,644-92.0% | $2,524-85.3% |
| Participant deferral / active EE | $3,812 | $6,975-45.4% | $6,842-44.3% | $4,232-9.9% |
| Admin fee / account holder | $141 | $152-7.2% | $9,309-98.5% | $114+23.4% |