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 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $3,150 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,256 | $66,310-54.4% | $93,606-67.7% | $65,185-53.6% |
| Participation rate | 89.5% | 74.0%+15.5pp | 75.8%+13.7pp | 70.2%+19.3pp |
| Annual return | 22.91% | 42.58%-19.7pp | 32.76%-9.8pp | 29.38%-6.5pp |
| Employer contribution / active EE | $893 | $2,012-55.6% | $2,718-67.1% | $2,177-59.0% |
| Participant deferral / active EE | $2,293 | $3,342-31.4% | $4,069-43.6% | $3,514-34.7% |
| Admin fee / account holder | $9 | $6,897-99.9% | $7,888-99.9% | $847-98.9% |