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 Service code 19 · EIN 73-0780382 | Securities Custodian | $145,694 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $78,233 | $89,274-12.4% | $149,718-47.7% | $77,958+0.4% |
| Participation rate | 100.0% | 87.6%+12.4pp | 87.1%+12.9pp | 71.6%+28.4pp |
| Annual return | 16.75% | 20.36%-3.6pp | 1501.63%-1484.9pp | 20.87%-4.1pp |
| Employer contribution / active EE | $1,513 | $3,727-59.4% | $5,445-72.2% | $2,310-34.5% |
| Participant deferral / active EE | $4,293 | $5,382-20.2% | $6,569-34.7% | $3,537+21.4% |
| Admin fee / account holder | $89 | $240-63.0% | $11,283-99.2% | $97-8.9% |