Filed May 22, 2025
Total covered: 12 employees
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, NA4 years Filed as: BOK FINANCIAL CORPORATION Service code 17 · EIN 73-0780382 | Pension Consulting | $50,000 |
Service code 13 · EIN 41-0417830 | Contract Administrator | $32,797 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS, LLP Service code 10 77 W UNIVERSITY DR · MESA, AZ 85201 | Accounting | $7,350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,133 | $52,525-14.1% | $117,472-61.6% | $77,904-42.1% |
| Participation rate | 40.6% | 61.6%-21.0pp | 70.6%-30.0pp | 73.7%-33.1pp |
| Annual return | -17.24% | -13.76%-3.5pp | 29.74%-47.0pp | 12.21%-29.4pp |
| Employer contribution / active EE | $1,005 | $2,166-53.6% | $4,176-75.9% | $2,848-64.7% |
| Participant deferral / active EE | $1,333 | $3,087-56.8% | $4,070-67.2% | $4,806-72.3% |
| Admin fee / account holder | $103 | $99+4.3% | $5,645-98.2% | $133-21.9% |