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, NA6+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $66,275 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,208 | $56,152-80.0% | $185,823-94.0% | $73,409-84.7% |
| Participation rate | 100.0% | 67.6%+32.4pp | 78.0%+22.0pp | 72.2%+27.8pp |
| Annual return | 14.38% | 17.59%-3.2pp | 35.95%-21.6pp | 59.29%-44.9pp |
| Employer contribution / active EE | $702 | $1,532-54.2% | $4,087-82.8% | $2,234-68.6% |
| Participant deferral / active EE | $1,587 | $3,659-56.6% | $5,632-71.8% | $3,805-58.3% |
| Admin fee / account holder | $53 | $132-59.8% | $9,500-99.4% | $158-66.4% |