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 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $610 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $64,083 | $38,969+64.4% | $109,313-41.4% | $55,167+16.2% |
| Participation rate | 92.1% | 58.2%+33.9pp | 71.3%+20.8pp | 69.0%+23.1pp |
| Annual return | 7.97% | 8.26%-0.3pp | 22.07%-14.1pp | 169.23%-161.3pp |
| Employer contribution / active EE | $1,907 | $1,227+55.4% | $3,892-51.0% | $1,963-2.9% |
| Participant deferral / active EE | $3,108 | $2,176+42.8% | $3,166-1.9% | $3,054+1.8% |
| Admin fee / account holder | $4 | $501-99.2% | $5,666-99.9% | $504-99.2% |