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 8-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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $35,629 |
BOKF, NA1 year Filed as: BOK FINANCIAL ASSET MANAGEMENT Service code 99 · EIN 73-0780382 | Other Fees | $10,070 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,201 | $65,376-64.5% | $87,100-73.4% | $65,185-64.4% |
| Participation rate | 81.6% | 75.3%+6.2pp | 76.9%+4.7pp | 70.2%+11.4pp |
| Annual return | 21.30% | 31.27%-10.0pp | 28.19%-6.9pp | 29.38%-8.1pp |
| Employer contribution / active EE | $1,329 | $1,822-27.1% | $2,521-47.3% | $2,177-39.0% |
| Participant deferral / active EE | $2,409 | $3,388-28.9% | $4,049-40.5% | $3,514-31.5% |
| Admin fee / account holder | $215 | $520-58.6% | $7,497-97.1% | $847-74.6% |