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, NA2+ years Filed as: BOKF NA Service code 19 · EIN 73-0780382 | Securities Custodian | $9,661 |
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 | $110,555 | $74,024+49.4% | $77,999+41.7% | $57,658+91.7% |
| Participation rate | 80.4% | 79.7%+0.6pp | 75.5%+4.9pp | 70.2%+10.2pp |
| Annual return | 9.77% | 12.14%-2.4pp | 425.96%-416.2pp | 5.13%+4.6pp |
| Employer contribution / active EE | $2,647 | $2,365+11.9% | $2,470+7.2% | $1,974+34.1% |
| Participant deferral / active EE | $5,602 | $3,533+58.6% | $3,497+60.2% | $3,061+83.0% |
| Admin fee / account holder | $4 | $93-95.2% | $5,480-99.9% | $95-95.3% |