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, NA1+ years Service code 19 · EIN 73-0780382 | Securities Custodian | $33,192 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $20,749 | $37,117-44.1% | $147,614-85.9% | $55,191-62.4% |
| Participation rate | 66.6% | 63.6%+3.0pp | 84.6%-18.0pp | 69.2%-2.6pp |
| Annual return | -0.55% | 3.44%-4.0pp | 61.98%-62.5pp | 10.78%-11.3pp |
| Employer contribution / active EE | $556 | $1,620-65.7% | $5,564-90.0% | $1,899-70.7% |
| Participant deferral / active EE | $1,959 | $1,985-1.3% | $4,895-60.0% | $3,046-35.7% |
| Admin fee / account holder | $93 | $86+8.9% | $11,611-99.2% | $91+2.6% |