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) | $50,588 |
BOKF, NA2 years Filed as: BOK FINANCIAL Service code 99 · EIN 73-0780382 | Other Fees | $20,574 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,258 | $65,435-55.3% | $86,677-66.2% | $66,914-56.3% |
| Participation rate | 87.2% | 75.5%+11.8pp | 76.6%+10.6pp | 69.8%+17.4pp |
| Annual return | -15.66% | -10.89%-4.8pp | 35.91%-51.6pp | 1.58%-17.2pp |
| Employer contribution / active EE | $1,562 | $2,153-27.5% | $2,836-44.9% | $2,544-38.6% |
| Participant deferral / active EE | $2,935 | $4,100-28.4% | $4,656-37.0% | $4,237-30.7% |
| Admin fee / account holder | $335 | $642-47.8% | $7,493-95.5% | $593-43.6% |