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, NA3+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $97,643 |
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 | $64,076 | $71,666-10.6% | $117,854-45.6% | $69,631-8.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 79.7%+20.3pp | 70.7%+29.3pp |
| Annual return | 20.29% | 18.86%+1.4pp | 335.08%-314.8pp | 27571.02%-27550.7pp |
| Employer contribution / active EE | $4,703 | $1,889+149.0% | $3,786+24.2% | $2,032+131.5% |
| Participant deferral / active EE | $5,888 | $3,340+76.3% | $4,482+31.4% | $3,224+82.6% |
| Admin fee / account holder | $102 | $120-15.0% | $8,020-98.7% | $110-7.4% |