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, NA10+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $78,036 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,019 | $62,544-66.4% | $129,207-83.7% | $199,593-89.5% |
| Participation rate | 93.1% | 56.8%+36.3pp | 69.6%+23.5pp | 72.0%+21.1pp |
| Annual return | 13.12% | 16.95%-3.8pp | 9417.33%-9404.2pp | 34.25%-21.1pp |
| Employer contribution / active EE | $1,955 | $2,394-18.3% | $4,153-52.9% | $3,034-35.6% |
| Participant deferral / active EE | $2,321 | $3,123-25.7% | $4,168-44.3% | $5,087-54.4% |
| Admin fee / account holder | $49 | $167-70.8% | $7,715-99.4% | $269-81.9% |