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, NA8+ years Service code 21 P.O. BOX 880 · TULSA, OK 74101 | Bank Trustee | $50,733 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,695 | $82,202-10.3% | $125,339-41.2% | $64,808+13.7% |
| Participation rate | 94.9% | 77.9%+17.0pp | 82.4%+12.5pp | 71.5%+23.4pp |
| Annual return | -17.10% | 3.48%-20.6pp | 572.05%-589.2pp | 32.82%-49.9pp |
| Employer contribution / active EE | $2,861 | $3,615-20.9% | $4,814-40.6% | $2,506+14.2% |
| Participant deferral / active EE | $3,582 | $7,175-50.1% | $7,446-51.9% | $4,310-16.9% |
| Admin fee / account holder | $108 | $163-33.8% | $10,010-98.9% | $188-42.5% |