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 |
|---|---|---|
MILLIMAN, INC.7 years Service code 15 · EIN 91-0675641 | Recordkeeping | $239,911 |
BOKF, NA5 years Filed as: BOK FINANCIAL Service code 27 · EIN 73-0780382 | Advisory (Plan) | $70,000 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWABTRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $32,165 |
Filed as: CHARLES SCHWAB & CO., INC Service code 15 | Recordkeeping | $0 |
CHARLES SCHWAB & CO., INC.7 years Service code 15 · EIN 94-1737782 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,527 | $2,679,533-94.7% | $164,813-14.1% | $199,593-29.1% |
| Participation rate | 48.1% | 78.3%-30.2pp | 78.6%-30.5pp | 72.0%-23.9pp |
| Annual return | 14.58% | 17.93%-3.3pp | 69.93%-55.3pp | 34.25%-19.7pp |
| Employer contribution / active EE | $2,646 | $2,970-10.9% | $4,341-39.0% | $3,034-12.8% |
| Participant deferral / active EE | $5,896 | $5,010+17.7% | $6,031-2.2% | $5,087+15.9% |
| Admin fee / account holder | $225 | $1,982-88.7% | $12,690-98.2% | $269-16.4% |