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, NA5+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $19,881 |
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 | $48,046 | $49,138-2.2% | $84,015-42.8% | $65,185-26.3% |
| Participation rate | 80.3% | 60.7%+19.6pp | 69.0%+11.3pp | 70.2%+10.1pp |
| Annual return | 22.68% | 23.00%-0.3pp | 71.31%-48.6pp | 29.38%-6.7pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,983-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,278 | $2,397-5.0% | $3,239-29.7% | $3,514-35.2% |
| Admin fee / account holder | $95 | $543-82.5% | $6,101-98.4% | $847-88.8% |