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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.
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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 15 · EIN 73-0780382 | Recordkeeping | $29,858 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $4,652 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO Service code 19 · EIN 94-1737782 | Securities Custodian | $43 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $78,476 | $87,013-9.8% | $106,213-26.1% | $80,856-2.9% |
| Participation rate | 64.0% | 70.4%-6.4pp | 75.3%-11.3pp | 67.6%-3.6pp |
| Annual return | 16.64% | 17.05%-0.4pp | 116.14%-99.5pp | 35.59%-19.0pp |
| Employer contribution / active EE | $2,346 | $2,395-2.1% | $3,171-26.0% | $2,755-14.8% |
| Participant deferral / active EE | $4,632 | $3,986+16.2% | $5,016-7.7% | $4,296+7.8% |
| Admin fee / account holder | $393 | $8,431-95.3% | $11,033-96.4% | $6,918-94.3% |