Filed June 13, 2018
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, NA10+ years Service code 21 P.O. BOX 880 · TULSA, OK 74101 | Bank Trustee | $36,618 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,390 | $51,736-35.5% | $120,225-72.2% | $67,986-50.9% |
| Participation rate | 100.0% | 46.1%+53.9pp | 69.6%+30.4pp | 57.2%+42.8pp |
| Annual return | 16.79% | 31.98%-15.2pp | 439.23%-422.4pp | 31.67%-14.9pp |
| Employer contribution / active EE | $668 | $1,071-37.6% | $3,475-80.8% | $2,019-66.9% |
| Participant deferral / active EE | $2,098 | $2,206-4.9% | $3,999-47.5% | $3,358-37.5% |
| Admin fee / account holder | $166 | $4,159-96.0% | $5,696-97.1% | $3,203-94.8% |