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 25 P.O. BOX 880 · TULSA, OK 74101 | Directed Trustee | $15,040 |
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 | $21,178 | $90,195-76.5% | $125,339-83.1% | $89,394-76.3% |
| Participation rate | 0.0% | 72.4%-72.4pp | 82.4%-82.4pp | 71.3%-71.3pp |
| Annual return | -15.92% | -6.51%-9.4pp | 572.05%-588.0pp | -11.89%-4.0pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $4,814-100.0% | $3,022-100.0% |
| Participant deferral / active EE | $1 | $7,170-100.0% | $7,446-100.0% | $5,123-100.0% |
| Admin fee / account holder | $157 | $69+126.9% | $10,010-98.4% | $79+98.1% |