Filed July 31, 2017
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 8-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 | $29,342 |
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 | $54,896 | $71,192-22.9% | $117,854-53.4% | $62,292-11.9% |
| Participation rate | 91.7% | 74.2%+17.5pp | 79.7%+12.0pp | 69.5%+22.2pp |
| Annual return | 16.85% | 18.66%-1.8pp | 335.08%-318.2pp | 28.90%-12.0pp |
| Employer contribution / active EE | $3,322 | $1,934+71.8% | $3,786-12.3% | $2,042+62.6% |
| Participant deferral / active EE | $4,983 | $3,189+56.3% | $4,482+11.2% | $3,169+57.2% |
| Admin fee / account holder | $108 | $587-81.5% | $8,020-98.6% | $479-77.4% |