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, NA6+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $19,963 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $53,364 | $64,286-17.0% | $90,951-41.3% | $73,409-27.3% |
| Participation rate | 81.0% | 63.6%+17.4pp | 69.0%+11.9pp | 72.2%+8.8pp |
| Annual return | 13.72% | 21.45%-7.7pp | 134.60%-120.9pp | 59.29%-45.6pp |
| Employer contribution / active EE | $0 | $895-100.0% | $2,122-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,248 | $2,453-8.4% | $3,373-33.4% | $3,805-40.9% |
| Admin fee / account holder | $91 | $287-68.4% | $5,959-98.5% | $158-42.5% |