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, NA3 years Filed as: BOKF, N.A. Service code 21 PO BOX 880 · TULSA, OK 74101 | Bank Trustee | $4,017 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,580 | $65,435-33.4% | $86,677-49.7% | $66,914-34.9% |
| Participation rate | 62.3% | 75.5%-13.1pp | 76.6%-14.3pp | 69.8%-7.5pp |
| Annual return | -15.91% | -10.89%-5.0pp | 35.91%-51.8pp | 1.58%-17.5pp |
| Employer contribution / active EE | $436 | $2,153-79.7% | $2,836-84.6% | $2,544-82.9% |
| Participant deferral / active EE | $2,202 | $4,100-46.3% | $4,656-52.7% | $4,237-48.0% |
| Admin fee / account holder | $46 | $642-92.9% | $7,493-99.4% | $593-92.3% |