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, NA2 years Service code 37 · EIN 91-2090931 P.O. BOX 880 · TULSA, OK 74101 | Loan Processing | $14,523 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,974 | $64,768+28.1% | $76,190+8.9% | $77,643+6.9% |
| Participation rate | 57.8% | 72.6%-14.9pp | 79.3%-21.5pp | 70.6%-12.8pp |
| Annual return | 14.49% | 13.90%+0.6pp | 13.78%+0.7pp | 31.24%-16.8pp |
| Employer contribution / active EE | $2,467 | $2,747-10.2% | $4,578-46.1% | $2,726-9.5% |
| Participant deferral / active EE | $2,987 | $3,709-19.5% | $5,474-45.4% | $4,647-35.7% |
| Admin fee / account holder | $47 | $1,025-95.4% | $5,123-99.1% | $430-89.0% |