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, NA2+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $17,912 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $21,013 | $63,156-66.7% | $122,332-82.8% | $62,292-66.3% |
| Participation rate | 96.1% | 60.0%+36.1pp | 71.6%+24.5pp | 69.5%+26.6pp |
| Annual return | 26.61% | 20.61%+6.0pp | 30.27%-3.7pp | 28.90%-2.3pp |
| Employer contribution / active EE | $646 | $1,385-53.3% | $4,050-84.1% | $2,042-68.4% |
| Participant deferral / active EE | $1,910 | $2,321-17.7% | $3,287-41.9% | $3,169-39.7% |
| Admin fee / account holder | $130 | $440-70.5% | $5,478-97.6% | $479-72.9% |