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, NA4 years Service code 19 · EIN 73-0780382 | Securities Custodian | $7,885 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,335 | $86,655-68.5% | $119,609-77.1% | $66,914-59.1% |
| Participation rate | 92.5% | 75.6%+17.0pp | 79.3%+13.3pp | 69.8%+22.7pp |
| Annual return | -22.72% | -8.00%-14.7pp | -14.97%-7.8pp | 1.58%-24.3pp |
| Employer contribution / active EE | $4,418 | $2,536+74.2% | $4,232+4.4% | $2,544+73.7% |
| Participant deferral / active EE | $5,935 | $4,358+36.2% | $5,602+5.9% | $4,237+40.1% |
| Admin fee / account holder | $45 | $755-94.0% | $10,323-99.6% | $593-92.4% |