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 9-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, NA1 year Service code 21 P.O. BOX 880 · TULSA, OK 74101 | Bank Trustee | $17,850 |
CLIFTONLARSONALLEN LLP2+ years Service code 10 · EIN 41-0746749 | Accounting | $7,200 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,651 |
AUSDAL FINANCIAL PARTNERS INC2+ years Service code 49 | Other Services | $0 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $28,175 | $53,925-47.8% | $75,670-62.8% | $69,631-59.5% |
| Participation rate | 48.8% | 71.2%-22.4pp | 72.3%-23.6pp | 70.7%-21.9pp |
| Annual return | 18.72% | 17.84%+0.9pp | 27.34%-8.6pp | 27571.02%-27552.3pp |
| Employer contribution / active EE | $899 | $1,802-50.1% | $2,352-61.8% | $2,032-55.7% |
| Participant deferral / active EE | $1,458 | $2,569-43.3% | $3,142-53.6% | $3,224-54.8% |
| Admin fee / account holder | $274 | $97+182.3% | $5,800-95.3% | $110+148.2% |