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, NA1+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $12,012 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,772 | $38,969-39.0% | $109,313-78.3% | $55,167-56.9% |
| Participation rate | 66.4% | 58.2%+8.2pp | 71.3%-4.9pp | 69.0%-2.6pp |
| Annual return | 15.63% | 8.26%+7.4pp | 22.07%-6.4pp | 169.23%-153.6pp |
| Employer contribution / active EE | $571 | $1,227-53.4% | $3,892-85.3% | $1,963-70.9% |
| Participant deferral / active EE | $1,832 | $2,176-15.8% | $3,166-42.2% | $3,054-40.0% |
| Admin fee / account holder | $125 | $501-75.0% | $5,666-97.8% | $504-75.2% |