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, NA9+ years Filed as: BOKF, N.A. Service code 19 · EIN 73-0780382 | Securities Custodian | $10,727 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,079 | $100,227-22.1% | $169,993-54.1% | $74,419+4.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.0%+13.0pp | 70.7%+29.3pp |
| Annual return | 18.66% | 66.08%-47.4pp | 53.37%-34.7pp | 34.38%-15.7pp |
| Employer contribution / active EE | $5,698 | $4,263+33.7% | $6,785-16.0% | $2,637+116.1% |
| Participant deferral / active EE | $3,243 | $7,143-54.6% | $10,408-68.8% | $4,528-28.4% |
| Admin fee / account holder | $11 | $234-95.3% | $12,815-99.9% | $348-96.8% |