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, NA4+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $93,173 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $63,868 | $62,267+2.6% | $110,238-42.1% | $55,725+14.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 79.8%+20.2pp | 70.9%+29.1pp |
| Annual return | -5.04% | -1.07%-4.0pp | 314.74%-319.8pp | 244.93%-250.0pp |
| Employer contribution / active EE | $5,932 | $1,941+205.5% | $3,826+55.0% | $2,078+185.4% |
| Participant deferral / active EE | $7,666 | $3,516+118.0% | $4,672+64.1% | $3,356+128.5% |
| Admin fee / account holder | $108 | $121-10.6% | $8,547-98.7% | $115-6.1% |