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, NA4+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $2,995 |
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 | $72,459 | $44,221+63.9% | $121,196-40.2% | $56,287+28.7% |
| Participation rate | 97.8% | 61.1%+36.8pp | 71.7%+26.1pp | 69.9%+28.0pp |
| Annual return | -5.70% | -3.58%-2.1pp | 16.93%-22.6pp | -9.96%+4.3pp |
| Employer contribution / active EE | $2,182 | $1,480+47.5% | $4,022-45.7% | $2,111+3.4% |
| Participant deferral / active EE | $3,883 | $2,521+54.0% | $3,344+16.1% | $3,350+15.9% |
| Admin fee / account holder | $20 | $480-95.9% | $5,019-99.6% | $521-96.2% |