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, NA1+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $56,763 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,011 | $47,078-57.5% | $100,671-80.1% | $55,191-63.7% |
| Participation rate | 96.9% | 58.0%+38.9pp | 70.7%+26.2pp | 69.2%+27.8pp |
| Annual return | -1.76% | 0.65%-2.4pp | 20.43%-22.2pp | 10.78%-12.5pp |
| Employer contribution / active EE | $1,285 | $1,065+20.6% | $4,012-68.0% | $1,899-32.3% |
| Participant deferral / active EE | $1,537 | $2,038-24.6% | $3,144-51.1% | $3,046-49.6% |
| Admin fee / account holder | $82 | $153-46.6% | $4,850-98.3% | $91-9.9% |