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, NA9+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $6,055 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,555 | $80,138-19.4% | $130,231-50.4% | $71,457-9.7% |
| Participation rate | 91.1% | 71.0%+20.1pp | 76.3%+14.8pp | 67.9%+23.1pp |
| Annual return | 18.34% | 16.81%+1.5pp | 38.77%-20.4pp | 28.85%-10.5pp |
| Employer contribution / active EE | $2,145 | $2,834-24.3% | $4,126-48.0% | $2,588-17.1% |
| Participant deferral / active EE | $3,852 | $4,641-17.0% | $6,799-43.3% | $4,289-10.2% |
| Admin fee / account holder | $15 | $1,035-98.6% | $6,020-99.8% | $1,587-99.1% |