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, NA5 years Service code 21 · EIN 73-0780382 | Bank Trustee | $40,166 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,372 | $122,239-3.2% | $184,203-35.7% | $74,495+58.9% |
| Participation rate | 99.2% | 85.5%+13.7pp | 86.8%+12.4pp | 67.2%+32.0pp |
| Annual return | 10.22% | 19.95%-9.7pp | 28.81%-18.6pp | 1364.94%-1354.7pp |
| Employer contribution / active EE | $7,575 | $4,537+67.0% | $6,427+17.9% | $2,623+188.8% |
| Participant deferral / active EE | $4,674 | $7,139-34.5% | $9,131-48.8% | $4,346+7.6% |
| Admin fee / account holder | $241 | $1,260-80.8% | $13,901-98.3% | $1,942-87.6% |