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, NA9+ years Service code 21 P.O. BOX 880 · TULSA, OK 74101 | Bank Trustee | $45,073 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,395 | $95,274-9.3% | $135,903-36.4% | $74,419+16.1% |
| Participation rate | 92.2% | 78.2%+14.0pp | 81.9%+10.3pp | 70.7%+21.5pp |
| Annual return | 20.10% | 32.77%-12.7pp | 68.23%-48.1pp | 34.38%-14.3pp |
| Employer contribution / active EE | $2,828 | $3,874-27.0% | $4,856-41.8% | $2,637+7.2% |
| Participant deferral / active EE | $3,787 | $7,782-51.3% | $7,758-51.2% | $4,528-16.4% |
| Admin fee / account holder | $86 | $266-67.8% | $10,762-99.2% | $348-75.4% |