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, NA2+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $121,902 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $55,937 | $107,378-47.9% | $108,579-48.5% | $57,658-3.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 79.6%+20.4pp | 70.2%+29.8pp |
| Annual return | 8.56% | 12.80%-4.2pp | -51.70%+60.3pp | 5.13%+3.4pp |
| Employer contribution / active EE | $4,701 | $1,782+163.8% | $3,758+25.1% | $1,974+138.2% |
| Participant deferral / active EE | $5,842 | $3,221+81.4% | $4,311+35.5% | $3,061+90.9% |
| Admin fee / account holder | $142 | $108+30.5% | $7,645-98.1% | $95+49.8% |