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, NA3+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $60,405 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
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).
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 | $15,195 | $52,149-70.9% | $122,332-87.6% | $77,958-80.5% |
| Participation rate | 78.6% | 58.6%+20.1pp | 71.6%+7.0pp | 71.6%+7.0pp |
| Annual return | 15.53% | 17.75%-2.2pp | 30.27%-14.7pp | 20.87%-5.3pp |
| Employer contribution / active EE | $1,166 | $1,750-33.4% | $4,050-71.2% | $2,310-49.6% |
| Participant deferral / active EE | $1,406 | $2,114-33.5% | $3,287-57.2% | $3,537-60.2% |
| Admin fee / account holder | $44 | $93-52.9% | $5,478-99.2% | $97-54.9% |