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, OH 74101 | Securities Custodian | $41,310 |
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 | $59,275 | $98,982-40.1% | $162,163-63.4% | $65,185-9.1% |
| Participation rate | 92.7% | 85.8%+6.9pp | 87.6%+5.2pp | 70.2%+22.5pp |
| Annual return | 24.27% | 24.84%-0.6pp | 115.59%-91.3pp | 29.38%-5.1pp |
| Employer contribution / active EE | $4,978 | $3,467+43.6% | $5,614-11.3% | $2,177+128.7% |
| Participant deferral / active EE | $4,897 | $5,384-9.1% | $7,298-32.9% | $3,514+39.4% |
| Admin fee / account holder | $206 | $596-65.5% | $10,843-98.1% | $847-75.7% |