Filed March 10, 2022
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 | $2,180 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,145 | $41,281-60.9% | $109,313-85.2% | $57,658-72.0% |
| Participation rate | 81.6% | 59.3%+22.3pp | 71.3%+10.3pp | 70.2%+11.4pp |
| Annual return | 7.22% | 8.97%-1.8pp | 22.07%-14.9pp | 5.13%+2.1pp |
| Employer contribution / active EE | $578 | $1,201-51.9% | $3,892-85.2% | $1,974-70.7% |
| Participant deferral / active EE | $1,031 | $2,223-53.6% | $3,166-67.4% | $3,061-66.3% |
| Admin fee / account holder | $6 | $75-92.1% | $5,666-99.9% | $95-93.8% |