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 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $11,383 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,309 | $64,286-56.0% | $90,951-68.9% | $73,409-61.4% |
| Participation rate | 52.2% | 63.6%-11.4pp | 69.0%-16.8pp | 72.2%-19.9pp |
| Annual return | 14.34% | 21.45%-7.1pp | 134.60%-120.3pp | 59.29%-45.0pp |
| Employer contribution / active EE | $561 | $895-37.3% | $2,122-73.6% | $2,234-74.9% |
| Participant deferral / active EE | $1,521 | $2,453-38.0% | $3,373-54.9% | $3,805-60.0% |
| Admin fee / account holder | $23 | $287-91.9% | $5,959-99.6% | $158-85.3% |