Filed May 4, 2021 (most recent of 2 filings on file)
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, NA1+ years Filed as: BOKF, N.A. Service code 19 · EIN 73-0780382 | Securities Custodian | $5,798 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $50,746 | $68,413-25.8% | $123,104-58.8% | $55,191-8.1% |
| Participation rate | 96.9% | 84.5%+12.4pp | 86.8%+10.1pp | 69.2%+27.7pp |
| Annual return | -0.57% | 6.30%-6.9pp | 13.22%-13.8pp | 10.78%-11.3pp |
| Employer contribution / active EE | $3,970 | $3,050+30.1% | $5,151-22.9% | $1,899+109.1% |
| Participant deferral / active EE | $2,193 | $4,490-51.2% | $6,230-64.8% | $3,046-28.0% |
| Admin fee / account holder | $11 | $88-87.7% | $9,015-99.9% | $91-88.1% |