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, NA2 years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $110,314 |
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 | $79,758 | $47,456+68.1% | $172,739-53.8% | $77,787+2.5% |
| Participation rate | 99.0% | 66.3%+32.7pp | 82.6%+16.3pp | 73.2%+25.8pp |
| Annual return | 19.87% | 35.57%-15.7pp | 802.84%-783.0pp | 32.57%-12.7pp |
| Employer contribution / active EE | $3,685 | $1,574+134.1% | $5,143-28.3% | $2,504+47.1% |
| Participant deferral / active EE | $4,969 | $2,560+94.1% | $5,198-4.4% | $3,967+25.3% |
| Admin fee / account holder | $37 | $81-54.7% | $13,954-99.7% | $100-63.4% |