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 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $25,047 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,728 | $43,133-12.5% | $89,391-57.8% | $73,488-48.7% |
| Participation rate | 83.3% | 55.0%+28.3pp | 68.0%+15.3pp | 70.7%+12.6pp |
| Annual return | 12.66% | 135.66%-123.0pp | 245.62%-233.0pp | 28.51%-15.9pp |
| Employer contribution / active EE | $1,066 | $1,438-25.9% | $2,586-58.8% | $2,270-53.0% |
| Participant deferral / active EE | $2,336 | $2,445-4.4% | $3,890-39.9% | $3,740-37.5% |
| Admin fee / account holder | $166 | $444-62.6% | $4,881-96.6% | $513-67.6% |