Filed May 4, 2021 (most recent of 2 filings on file)
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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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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA10+ years Filed as: BOKF, N.A. Service code 19 · EIN 73-0780382 | Securities Custodian | $13,851 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,153 | $129,021-26.2% | $184,203-48.3% | $77,643+22.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 13.95% | 33.27%-19.3pp | 28.81%-14.9pp | 31.24%-17.3pp |
| Employer contribution / active EE | $6,581 | $4,413+49.1% | $6,427+2.4% | $2,726+141.4% |
| Participant deferral / active EE | $3,889 | $7,297-46.7% | $9,131-57.4% | $4,647-16.3% |
| Admin fee / account holder | $21 | $254-91.8% | $13,901-99.9% | $430-95.2% |