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, NA5+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $50,684 |
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 | $75,440 | $88,122-14.4% | $141,162-46.6% | $67,579+11.6% |
| Participation rate | 99.1% | 76.5%+22.6pp | 82.5%+16.6pp | 71.3%+27.8pp |
| Annual return | 24.10% | 75.40%-51.3pp | 71.39%-47.3pp | 378.56%-354.5pp |
| Employer contribution / active EE | $2,582 | $3,224-19.9% | $4,735-45.5% | $2,148+20.2% |
| Participant deferral / active EE | $3,450 | $5,958-42.1% | $6,709-48.6% | $3,539-2.5% |
| Admin fee / account holder | $132 | $131+1.0% | $10,261-98.7% | $142-7.1% |