Filed April 4, 2018 (most recent of 3 filings on file)
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 6-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, NA1+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $136,343 |
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 | $51,124 | $57,096-10.5% | $94,224-45.7% | $55,191-7.4% |
| Participation rate | 99.8% | 75.7%+24.2pp | 78.8%+21.1pp | 69.2%+30.7pp |
| Annual return | 0.38% | 159.65%-159.3pp | 10.68%-10.3pp | 10.78%-10.4pp |
| Employer contribution / active EE | $4,178 | $1,708+144.6% | $3,587+16.5% | $1,899+120.0% |
| Participant deferral / active EE | $5,583 | $3,165+76.4% | $4,320+29.2% | $3,046+83.3% |
| Admin fee / account holder | $157 | $89+75.7% | $6,269-97.5% | $91+72.7% |