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 Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $3,964 |
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 | $78,853 | $63,156+24.9% | $122,332-35.5% | $62,292+26.6% |
| Participation rate | 89.0% | 60.0%+29.0pp | 71.6%+17.4pp | 69.5%+19.5pp |
| Annual return | 21.55% | 20.61%+0.9pp | 30.27%-8.7pp | 28.90%-7.3pp |
| Employer contribution / active EE | $1,879 | $1,385+35.7% | $4,050-53.6% | $2,042-8.0% |
| Participant deferral / active EE | $3,191 | $2,321+37.5% | $3,287-2.9% | $3,169+0.7% |
| Admin fee / account holder | $27 | $440-93.8% | $5,478-99.5% | $479-94.3% |