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 25 P.O. BOX 880 · TULSA, OK 74101 | Directed Trustee | $16,613 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,283 | $107,662-75.6% | $159,436-83.5% | $106,520-75.3% |
| Participation rate | 0.0% | 69.4%-69.4pp | 82.8%-82.8pp | 71.3%-71.3pp |
| Annual return | 15.98% | 22.17%-6.2pp | 263.57%-247.6pp | 19.28%-3.3pp |
| Employer contribution / active EE | $0 | $2,741-100.0% | $4,829-100.0% | $2,840-100.0% |
| Participant deferral / active EE | $0 | $6,799-100.0% | $7,352-100.0% | $4,948-100.0% |
| Admin fee / account holder | $203 | $69+195.8% | $10,799-98.1% | $75+172.3% |