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, NA11+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $8,400 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,652 | $102,204-24.0% | $145,661-46.7% | $85,563-9.2% |
| Participation rate | 82.4% | 70.6%+11.8pp | 77.2%+5.2pp | 66.0%+16.4pp |
| Annual return | 15.36% | 16.68%-1.3pp | 101.46%-86.1pp | 31.51%-16.1pp |
| Employer contribution / active EE | $2,328 | $3,600-35.3% | $4,238-45.1% | $2,654-12.3% |
| Participant deferral / active EE | $4,146 | $5,729-27.6% | $7,198-42.4% | $4,375-5.2% |
| Admin fee / account holder | $31 | $647-95.2% | $12,466-99.8% | $834-96.3% |