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, NA3+ years Filed as: BOKF, N.A. Service code 19 · EIN 73-0780382 | Securities Custodian | $5,192 |
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 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 | $64,744 | $81,537-20.6% | $149,718-56.8% | $69,631-7.0% |
| Participation rate | 99.7% | 86.1%+13.6pp | 87.1%+12.6pp | 70.7%+29.0pp |
| Annual return | 16.31% | 22.79%-6.5pp | 1501.63%-1485.3pp | 27571.02%-27554.7pp |
| Employer contribution / active EE | $4,788 | $3,239+47.8% | $5,445-12.1% | $2,032+135.6% |
| Participant deferral / active EE | $2,473 | $4,994-50.5% | $6,569-62.4% | $3,224-23.3% |
| Admin fee / account holder | $13 | $107-87.9% | $11,283-99.9% | $110-88.3% |