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 | $13,226 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,633 | $3,611,051-99.4% | $123,892-83.3% | $329,111-93.7% |
| Participation rate | 0.0% | 60.7%-60.7pp | 81.4%-81.4pp | 67.9%-67.8pp |
| Annual return | 10.93% | 14.13%-3.2pp | 47.52%-36.6pp | 16.35%-5.4pp |
| Employer contribution / active EE | $0 | $1,947-100.0% | $4,617-100.0% | $2,303-100.0% |
| Participant deferral / active EE | $4 | $4,426-99.9% | $5,984-99.9% | $3,682-99.9% |
| Admin fee / account holder | $184 | $9,731-98.1% | $8,357-97.8% | $754-75.6% |