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, NA2+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $34,070 |
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 | $57,144 | $75,183-24.0% | $123,892-53.9% | $55,167+3.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 9.46% | 19.01%-9.5pp | 47.52%-38.1pp | 169.23%-159.8pp |
| Employer contribution / active EE | $2,869 | $2,823+1.6% | $4,617-37.9% | $1,963+46.2% |
| Participant deferral / active EE | $3,782 | $5,084-25.6% | $5,984-36.8% | $3,054+23.8% |
| Admin fee / account holder | $112 | $663-83.1% | $8,357-98.7% | $504-77.8% |