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, NA4+ years Filed as: BOKF, N.A. Service code 19 · EIN 73-0780382 | Securities Custodian | $9,400 |
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 | $53,257 | $80,005-33.4% | $140,016-62.0% | $55,725-4.4% |
| Participation rate | 97.3% | 87.0%+10.3pp | 87.5%+9.8pp | 70.9%+26.5pp |
| Annual return | -4.61% | 0.46%-5.1pp | 651.12%-655.7pp | 244.93%-249.5pp |
| Employer contribution / active EE | $4,682 | $3,403+37.6% | $5,606-16.5% | $2,078+125.3% |
| Participant deferral / active EE | $2,622 | $5,264-50.2% | $6,927-62.1% | $3,356-21.9% |
| Admin fee / account holder | $22 | $116-80.9% | $10,705-99.8% | $115-80.8% |