Filed January 30, 2023 (most recent of 7 filings on file)
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 | $3,690 |
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 | $33,100 | $57,103-42.0% | $87,507-62.2% | $57,658-42.6% |
| Participation rate | 81.3% | 64.3%+16.9pp | 73.8%+7.4pp | 70.2%+11.0pp |
| Annual return | 8.56% | 12.71%-4.2pp | 12.21%-3.7pp | 5.13%+3.4pp |
| Employer contribution / active EE | $1,156 | $1,107+4.4% | $2,550-54.7% | $1,974-41.4% |
| Participant deferral / active EE | $3,363 | $2,250+49.5% | $3,149+6.8% | $3,061+9.9% |
| Admin fee / account holder | $6 | $281-97.9% | $4,221-99.9% | $95-93.8% |