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, NA2+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $53,767 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,355 | $43,453-71.6% | $109,313-88.7% | $63,975-80.7% |
| Participation rate | 91.6% | 59.3%+32.3pp | 71.3%+20.3pp | 71.1%+20.5pp |
| Annual return | 9.92% | 9.85%+0.1pp | 22.07%-12.2pp | 48.65%-38.7pp |
| Employer contribution / active EE | $1,208 | $1,799-32.8% | $3,892-69.0% | $2,182-44.6% |
| Participant deferral / active EE | $1,449 | $2,093-30.8% | $3,166-54.2% | $3,356-56.8% |
| Admin fee / account holder | $51 | $79-35.8% | $5,666-99.1% | $70-28.0% |