Filed January 4, 2018 (most recent of 8 filings on file)
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, NA5+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $7,721 |
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 | $61,352 | $75,419-18.7% | $392,568-84.4% | $67,579-9.2% |
| Participation rate | 84.4% | 74.8%+9.6pp | 78.1%+6.4pp | 71.3%+13.1pp |
| Annual return | 22.44% | 36.70%-14.3pp | 24.42%-2.0pp | 378.56%-356.1pp |
| Employer contribution / active EE | $2,071 | $2,636-21.4% | $3,783-45.3% | $2,148-3.6% |
| Participant deferral / active EE | $3,343 | $4,347-23.1% | $5,985-44.1% | $3,539-5.6% |
| Admin fee / account holder | $30 | $114-73.6% | $6,260-99.5% | $142-78.9% |