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, NA6+ years Service code 25 P.O. BOX 880 · TULSA, OK 74101 | Directed Trustee | $12,722 |
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 | $25,065 | $97,018-74.2% | $149,696-83.3% | $106,222-76.4% |
| Participation rate | 0.1% | 67.0%-66.9pp | 82.5%-82.4pp | 70.8%-70.8pp |
| Annual return | 25.99% | 24.13%+1.9pp | 276.60%-250.6pp | 21.69%+4.3pp |
| Employer contribution / active EE | $0 | $2,520-100.0% | $4,644-100.0% | $2,723-100.0% |
| Participant deferral / active EE | $3 | $5,988-100.0% | $6,842-100.0% | $4,600-99.9% |
| Admin fee / account holder | $166 | $72+130.0% | $9,309-98.2% | $78+111.5% |