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, NA8+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $16,930 |
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 | $27,566 | $42,353-34.9% | $79,550-65.3% | $64,808-57.5% |
| Participation rate | 98.6% | 64.8%+33.8pp | 69.5%+29.1pp | 71.5%+27.1pp |
| Annual return | -16.32% | -12.24%-4.1pp | 0.16%-16.5pp | 32.82%-49.1pp |
| Employer contribution / active EE | $1,392 | $1,181+17.9% | $2,413-42.3% | $2,506-44.5% |
| Participant deferral / active EE | $3,691 | $3,170+16.4% | $3,985-7.4% | $4,310-14.4% |
| Admin fee / account holder | $32 | $160-79.9% | $6,832-99.5% | $188-82.9% |