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 Service code 19 · EIN 73-0780382 | Securities Custodian | $146,859 |
SOUTHARD FINANCIAL1 year Filed as: SOUTHARD FINANCIAL LLC Service code 34 5050 POPLAR AVE · MEMPHIS, TN 38157 | Valuation (appraisals, etc.) | $3,550 |
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 | $78,694 | $82,546-4.7% | $140,016-43.8% | $75,289+4.5% |
| Participation rate | 99.7% | 88.4%+11.4pp | 87.5%+12.2pp | 72.4%+27.3pp |
| Annual return | 9.27% | -0.36%+9.6pp | 651.12%-641.9pp | -0.04%+9.3pp |
| Employer contribution / active EE | $1,667 | $3,856-56.8% | $5,606-70.3% | $2,405-30.7% |
| Participant deferral / active EE | $4,913 | $5,731-14.3% | $6,927-29.1% | $3,739+31.4% |
| Admin fee / account holder | $88 | $86+2.5% | $10,705-99.2% | $102-14.0% |