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 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $108,209 |
Service code 23 · EIN 73-1396387 P.O. BOX 1669 · ENID, OK 73702 | Insurance services; Direct payment fr... | $11,325 |
Service code 51 · EIN 27-1746834 21805 W FIELD PARKWAY, SUITE 300 · DEER PARK, IL 60010 | Investment Mgmt Fees | $8,000 |
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 | $42,120 | $64,286-34.5% | $90,951-53.7% | $73,409-42.6% |
| Participation rate | 90.6% | 63.6%+27.0pp | 69.0%+21.6pp | 72.2%+18.4pp |
| Annual return | 13.44% | 21.45%-8.0pp | 134.60%-121.2pp | 59.29%-45.9pp |
| Employer contribution / active EE | $1,229 | $895+37.3% | $2,122-42.1% | $2,234-45.0% |
| Participant deferral / active EE | $4,371 | $2,453+78.2% | $3,373+29.6% | $3,805+14.9% |
| Admin fee / account holder | $155 | $287-45.9% | $5,959-97.4% | $158-1.6% |