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, NA3+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $2,261 |
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 | $20,587 | $45,324-54.6% | $122,332-83.2% | $69,631-70.4% |
| Participation rate | 100.0% | 59.9%+40.1pp | 71.6%+28.4pp | 70.7%+29.3pp |
| Annual return | 15.24% | 25.35%-10.1pp | 30.27%-15.0pp | 27571.02%-27555.8pp |
| Employer contribution / active EE | $815 | $1,230-33.7% | $4,050-79.9% | $2,032-59.9% |
| Participant deferral / active EE | $1,477 | $2,367-37.6% | $3,287-55.1% | $3,224-54.2% |
| Admin fee / account holder | $6 | $87-92.7% | $5,478-99.9% | $110-94.3% |