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, NA8+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $5,255 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,336 | $69,848-10.8% | $115,756-46.1% | $66,914-6.8% |
| Participation rate | 80.4% | 70.6%+9.8pp | 77.1%+3.3pp | 69.8%+10.6pp |
| Annual return | -16.61% | 969.66%-986.3pp | 143.14%-159.8pp | 1.58%-18.2pp |
| Employer contribution / active EE | $1,875 | $2,613-28.2% | $3,793-50.6% | $2,544-26.3% |
| Participant deferral / active EE | $3,539 | $4,274-17.2% | $6,254-43.4% | $4,237-16.5% |
| Admin fee / account holder | $21 | $337-93.7% | $8,124-99.7% | $593-96.4% |