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, NA4+ years Filed as: BOKF, N.A. Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $202,736 |
COOK STREET CONSULTING4+ years Filed as: COOK STREET CONSULTING, INC. Service code 27 · EIN 84-0854432 | Advisory (Plan) | $68,958 |
JOHNSON MILLER & CO1 year Service code 10 TWO FASKEN CENTER · MIDLAND, TX 79701 | Accounting | $9,900 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BNY ESI & COMPANY Service code 71 1633 BROADWAY · NEW YORK, NY 10019 | Brokerage Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $70,015 | $118,101-40.7% | $106,387-34.2% | $75,289-7.0% |
| Participation rate | 88.5% | 81.4%+7.1pp | 77.5%+11.1pp | 72.4%+16.1pp |
| Annual return | -6.66% | -2.42%-4.2pp | 0.25%-6.9pp | -0.04%-6.6pp |
| Employer contribution / active EE | $3,549 | $2,880+23.2% | $3,520+0.8% | $2,405+47.6% |
| Participant deferral / active EE | $4,896 | $4,681+4.6% | $5,421-9.7% | $3,739+31.0% |
| Admin fee / account holder | $154 | $85+82.7% | $7,510-97.9% | $102+50.9% |