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, NA1+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $1,226 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $70,083 | $54,320+29.0% | $67,652+3.6% | $52,331+33.9% |
| Participation rate | 87.6% | 73.6%+14.0pp | 75.7%+12.0pp | 68.1%+19.5pp |
| Annual return | -0.65% | 6.81%-7.5pp | 6625.04%-6625.7pp | 4.54%-5.2pp |
| Employer contribution / active EE | $1,393 | $1,544-9.8% | $2,266-38.5% | $1,882-26.0% |
| Participant deferral / active EE | $2,857 | $2,950-3.2% | $3,560-19.7% | $3,022-5.5% |
| Admin fee / account holder | $5 | $527-99.1% | $4,821-99.9% | $592-99.2% |