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, NA8+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $29,798 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,060 | $52,525-46.6% | $117,472-76.1% | $77,904-64.0% |
| Participation rate | 46.0% | 61.6%-15.5pp | 70.6%-24.6pp | 73.7%-27.7pp |
| Annual return | -15.12% | -13.76%-1.4pp | 29.74%-44.9pp | 12.21%-27.3pp |
| Employer contribution / active EE | $1,087 | $2,166-49.8% | $4,176-74.0% | $2,848-61.8% |
| Participant deferral / active EE | $1,288 | $3,087-58.3% | $4,070-68.4% | $4,806-73.2% |
| Admin fee / account holder | $40 | $99-59.3% | $5,645-99.3% | $133-69.5% |