Filed January 28, 2020 (most recent of 2 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, NA7 years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $129,501 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,010 | $53,136+150.3% | $155,509-14.5% | $199,593-33.4% |
| Participation rate | 78.2% | 64.1%+14.2pp | 78.2%+0.1pp | 72.0%+6.3pp |
| Annual return | 13.12% | 41.15%-28.0pp | 64.67%-51.5pp | 34.25%-21.1pp |
| Employer contribution / active EE | $1,909 | $1,851+3.2% | $4,672-59.1% | $3,034-37.1% |
| Participant deferral / active EE | $5,744 | $3,161+81.7% | $5,626+2.1% | $5,087+12.9% |
| Admin fee / account holder | $45 | $185-75.9% | $15,912-99.7% | $269-83.4% |