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 | $32,652 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $34,046 | $66,124-48.5% | $90,404-62.3% | $73,488-53.7% |
| Participation rate | 74.1% | 69.7%+4.4pp | 72.7%+1.4pp | 70.7%+3.4pp |
| Annual return | 17.46% | 17.65%-0.2pp | 1293.02%-1275.6pp | 28.51%-11.1pp |
| Employer contribution / active EE | $1,660 | $2,346-29.3% | $3,262-49.1% | $2,270-26.9% |
| Participant deferral / active EE | $2,849 | $3,039-6.3% | $3,963-28.1% | $3,740-23.8% |
| Admin fee / account holder | $224 | $396-43.4% | $5,611-96.0% | $513-56.3% |