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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.
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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, NA7+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $46,064 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,900 | $48,166-81.5% | $96,562-90.8% | $93,030-90.4% |
| Participation rate | 93.0% | 65.1%+27.9pp | 69.8%+23.2pp | 73.9%+19.1pp |
| Annual return | 11.21% | 21.31%-10.1pp | 37.78%-26.6pp | 158.70%-147.5pp |
| Employer contribution / active EE | $437 | $1,070-59.2% | $2,356-81.5% | $2,706-83.9% |
| Participant deferral / active EE | $1,346 | $2,576-47.8% | $3,849-65.0% | $4,562-70.5% |
| Admin fee / account holder | $14 | $110-87.1% | $6,181-99.8% | $152-90.6% |