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, NA5+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $106,826 |
Service code 51 · EIN 27-1746834 21805 W FIELD PARKWAY, SUITE 300 · DEER PARK, IL 60010 | Investment Mgmt Fees | $40,000 |
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 | $32,922 | $40,174-18.1% | $84,015-60.8% | $67,579-51.3% |
| Participation rate | 97.8% | 62.7%+35.1pp | 69.0%+28.8pp | 71.3%+26.5pp |
| Annual return | 22.86% | 25.82%-3.0pp | 71.31%-48.4pp | 378.56%-355.7pp |
| Employer contribution / active EE | $1,244 | $808+54.1% | $1,983-37.3% | $2,148-42.1% |
| Participant deferral / active EE | $4,133 | $2,301+79.6% | $3,239+27.6% | $3,539+16.8% |
| Admin fee / account holder | $146 | $128+13.8% | $6,101-97.6% | $142+2.6% |