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, NA4+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $127,461 |
Service code 51 · EIN 27-1746834 21805 W FIELD PARKWAY, SUITE 300 · DEER PARK, IL 60010 | Investment Mgmt Fees | $24,000 |
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 | $29,629 | $35,485-16.5% | $74,550-60.3% | $55,725-46.8% |
| Participation rate | 95.0% | 62.5%+32.4pp | 69.1%+25.8pp | 70.9%+24.1pp |
| Annual return | -6.33% | 0.72%-7.1pp | 32.53%-38.9pp | 244.93%-251.3pp |
| Employer contribution / active EE | $1,093 | $777+40.6% | $1,961-44.3% | $2,078-47.4% |
| Participant deferral / active EE | $4,116 | $2,181+88.8% | $3,108+32.4% | $3,356+22.7% |
| Admin fee / account holder | $166 | $114+45.5% | $5,060-96.7% | $115+44.5% |