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, NA2+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $2,580 |
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 | $36,518 | $43,411-15.9% | $94,993-61.6% | $69,631-47.6% |
| Participation rate | 83.7% | 64.4%+19.3pp | 73.9%+9.8pp | 70.7%+13.0pp |
| Annual return | 11.20% | 22.54%-11.3pp | 27.12%-15.9pp | 27571.02%-27559.8pp |
| Employer contribution / active EE | $1,203 | $1,202+0.1% | $2,603-53.8% | $2,032-40.8% |
| Participant deferral / active EE | $3,639 | $2,384+52.6% | $3,317+9.7% | $3,224+12.9% |
| Admin fee / account holder | $4 | $87-95.4% | $4,960-99.9% | $110-96.4% |