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 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $7,128 |
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 | $21,690 | $37,044-41.4% | $71,796-69.8% | $57,658-62.4% |
| Participation rate | 80.3% | 61.1%+19.2pp | 69.1%+11.2pp | 70.2%+10.1pp |
| Annual return | 7.39% | 12.64%-5.3pp | 78.04%-70.6pp | 5.13%+2.3pp |
| Employer contribution / active EE | $1,057 | $720+46.8% | $1,924-45.1% | $1,974-46.5% |
| Participant deferral / active EE | $2,290 | $1,974+16.0% | $2,794-18.1% | $3,061-25.2% |
| Admin fee / account holder | $20 | $101-79.8% | $4,815-99.6% | $95-78.5% |