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 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $284,039 | $80,753+251.7% | $136,294+108.4% | $62,292+356.0% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.52% | 35.83%-19.3pp | 5155.94%-5139.4pp | 28.90%-12.4pp |
| Employer contribution / active EE | $7,799 | $2,884+170.5% | $4,695+66.1% | $2,042+281.9% |
| Participant deferral / active EE | $7,142 | $5,164+38.3% | $6,247+14.3% | $3,169+125.4% |
| Admin fee / account holder | $0 | $525-100.0% | $9,243-100.0% | $479-100.0% |