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, NA3+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $81,836 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,672 | $62,267-28.3% | $110,238-59.5% | $55,725-19.8% |
| Participation rate | 94.8% | 78.1%+16.6pp | 79.8%+15.0pp | 70.9%+23.9pp |
| Annual return | -6.62% | -1.07%-5.5pp | 314.74%-321.4pp | 244.93%-251.5pp |
| Employer contribution / active EE | $2,852 | $1,941+46.9% | $3,826-25.5% | $2,078+37.2% |
| Participant deferral / active EE | $4,202 | $3,516+19.5% | $4,672-10.1% | $3,356+25.2% |
| Admin fee / account holder | $270 | $121+123.4% | $8,547-96.8% | $115+134.5% |