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, NA6+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $6,050 |
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 | $81,564 | $73,823+10.5% | $379,746-78.5% | $73,488+11.0% |
| Participation rate | 76.3% | 73.1%+3.2pp | 78.4%-2.1pp | 70.7%+5.6pp |
| Annual return | 14.40% | 29.06%-14.7pp | 34.90%-20.5pp | 28.51%-14.1pp |
| Employer contribution / active EE | $1,940 | $2,472-21.5% | $3,540-45.2% | $2,270-14.5% |
| Participant deferral / active EE | $3,408 | $4,038-15.6% | $6,024-43.4% | $3,740-8.9% |
| Admin fee / account holder | $18 | $607-97.1% | $7,927-99.8% | $513-96.6% |