See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA7+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $150,776 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $86,308 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,991 | $120,450-57.7% | $159,436-68.0% | $93,030-45.2% |
| Participation rate | 90.9% | 78.0%+12.9pp | 82.8%+8.1pp | 73.9%+17.0pp |
| Annual return | 14.75% | 27.11%-12.4pp | 263.57%-248.8pp | 158.70%-144.0pp |
| Employer contribution / active EE | $357 | $3,526-89.9% | $4,829-92.6% | $2,706-86.8% |
| Participant deferral / active EE | $4,231 | $7,283-41.9% | $7,352-42.5% | $4,562-7.3% |
| Admin fee / account holder | $136 | $137-0.2% | $10,799-98.7% | $152-10.0% |