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, NA1 year Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $8,371 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $12,190 | $89,739-86.4% | $149,718-91.9% | $62,292-80.4% |
| Participation rate | 76.7% | 85.1%-8.4pp | 87.1%-10.3pp | 69.5%+7.2pp |
| Annual return | 22.54% | 21.01%+1.5pp | 1501.63%-1479.1pp | 28.90%-6.4pp |
| Employer contribution / active EE | $1,016 | $3,233-68.6% | $5,445-81.3% | $2,042-50.2% |
| Participant deferral / active EE | $1,277 | $4,797-73.4% | $6,569-80.6% | $3,169-59.7% |
| Admin fee / account holder | $57 | $551-89.6% | $11,283-99.5% | $479-88.1% |