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 9-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, NA1 year Service code 19 · EIN 73-0780382 | Securities Custodian | $3,673 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,929 | $86,332-76.9% | $125,175-84.1% | $65,185-69.4% |
| Participation rate | 65.7% | 75.3%-9.6pp | 79.8%-14.1pp | 70.2%-4.5pp |
| Annual return | 31.05% | 27.43%+3.6pp | 43.79%-12.7pp | 29.38%+1.7pp |
| Employer contribution / active EE | $1,662 | $2,040-18.5% | $3,865-57.0% | $2,177-23.6% |
| Participant deferral / active EE | $3,249 | $3,537-8.2% | $4,937-34.2% | $3,514-7.5% |
| Admin fee / account holder | $39 | $609-93.6% | $9,702-99.6% | $847-95.4% |