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, NA7+ years Service code 21 P.O. BOX 880 · TULSA, OK 74101 | Bank Trustee | $59,568 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,713 | $104,317-6.3% | $159,436-38.7% | $86,799+12.6% |
| Participation rate | 89.5% | 77.7%+11.8pp | 82.8%+6.7pp | 72.3%+17.2pp |
| Annual return | 17.40% | 26.32%-8.9pp | 263.57%-246.2pp | 97.91%-80.5pp |
| Employer contribution / active EE | $2,488 | $3,451-27.9% | $4,829-48.5% | $2,405+3.4% |
| Participant deferral / active EE | $3,615 | $6,837-47.1% | $7,352-50.8% | $4,131-12.5% |
| Admin fee / account holder | $148 | $172-14.2% | $10,799-98.6% | $170-12.8% |