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 Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $32,486 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,401 | $42,582-75.6% | $171,082-93.9% | $57,658-82.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 76.7%+23.3pp | 70.2%+29.8pp |
| Annual return | 8.70% | 308.67%-300.0pp | 32.56%-23.9pp | 5.13%+3.6pp |
| Employer contribution / active EE | $542 | $1,306-58.5% | $4,002-86.5% | $1,974-72.5% |
| Participant deferral / active EE | $1,236 | $2,933-57.9% | $4,797-74.2% | $3,061-59.6% |
| Admin fee / account holder | $45 | $82-45.5% | $8,520-99.5% | $95-52.5% |