Filed November 20, 2019
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, NA10+ years Service code 21 P.O. BOX 880 · TULSA, OK 74101 | Bank Trustee | $73,068 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,050 | $106,028-12.2% | $146,958-36.7% | $77,643+19.8% |
| Participation rate | 93.2% | 78.4%+14.8pp | 82.2%+11.0pp | 70.6%+22.6pp |
| Annual return | 15.82% | 56.73%-40.9pp | 418.34%-402.5pp | 31.24%-15.4pp |
| Employer contribution / active EE | $2,964 | $4,063-27.0% | $4,933-39.9% | $2,726+8.7% |
| Participant deferral / active EE | $3,947 | $7,990-50.6% | $8,070-51.1% | $4,647-15.1% |
| Admin fee / account holder | $146 | $337-56.8% | $12,998-98.9% | $430-66.1% |