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, NA9+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $41,988 |
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 | $32,635 | $53,165-38.6% | $86,188-62.1% | $74,419-56.1% |
| Participation rate | 93.4% | 64.9%+28.6pp | 69.0%+24.4pp | 70.7%+22.7pp |
| Annual return | 17.01% | 22.64%-5.6pp | 1168.45%-1151.4pp | 34.38%-17.4pp |
| Employer contribution / active EE | $1,488 | $1,210+23.0% | $2,380-37.5% | $2,637-43.6% |
| Participant deferral / active EE | $3,639 | $3,234+12.5% | $3,985-8.7% | $4,528-19.6% |
| Admin fee / account holder | $71 | $551-87.2% | $6,852-99.0% | $348-79.7% |