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 | $980 |
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).
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 | $61,094 | $52,903+15.5% | $73,307-16.7% | $59,632+2.5% |
| Participation rate | 100.0% | 68.2%+31.8pp | 74.9%+25.1pp | 68.7%+31.3pp |
| Annual return | -0.19% | 12.20%-12.4pp | 5.67%-5.9pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $2,354 | $1,909+23.3% | $3,237-27.3% | $2,203+6.9% |
| Participant deferral / active EE | $6,790 | $4,069+66.9% | $4,991+36.0% | $3,192+112.7% |
| Admin fee / account holder | $2 | $3,834-99.9% | $5,637-100.0% | $4,297-99.9% |