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 | $8,439 |
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.
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 | $38,196 | $55,453-31.1% | $170,442-77.6% | $62,292-38.7% |
| Participation rate | 79.9% | 66.4%+13.5pp | 83.6%-3.7pp | 69.5%+10.4pp |
| Annual return | 30.90% | 21.38%+9.5pp | 205.93%-175.0pp | 28.90%+2.0pp |
| Employer contribution / active EE | $2,745 | $2,164+26.9% | $5,433-49.5% | $2,042+34.4% |
| Participant deferral / active EE | $3,799 | $2,303+65.0% | $4,939-23.1% | $3,169+19.9% |
| Admin fee / account holder | $35 | $455-92.3% | $13,880-99.7% | $479-92.7% |