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 3-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, NA2 years Service code 15 · EIN 73-0780382 | Recordkeeping | $48,534 |
BOKF, NA3+ years Filed as: BOK FINANCIAL ASSET MGMT, INC. Service code 15 · EIN 75-2009441 | Recordkeeping | $34,800 |
CHARLES SCHWAB & CO., INC.3+ years Service code 25 · EIN 94-1737782 | Directed Trustee | $13,469 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,663 | $129,021+9.8% | $184,203-23.1% | $77,643+82.5% |
| Participation rate | 87.2% | 87.3%-0.1pp | 86.8%+0.4pp | 70.6%+16.6pp |
| Annual return | 13.59% | 33.27%-19.7pp | 28.81%-15.2pp | 31.24%-17.6pp |
| Employer contribution / active EE | $18,035 | $4,413+308.7% | $6,427+180.6% | $2,726+561.7% |
| Participant deferral / active EE | $12,504 | $7,297+71.3% | $9,131+36.9% | $4,647+169.1% |
| Admin fee / account holder | $134 | $254-47.2% | $13,901-99.0% | $430-68.9% |