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 year Service code 15 · EIN 73-0780382 | Recordkeeping | $91,975 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $9,744 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,741 | $88,890-54.2% | $102,423-60.2% | $77,643-47.5% |
| Participation rate | 88.7% | 80.9%+7.8pp | 76.5%+12.2pp | 70.6%+18.1pp |
| Annual return | 33.26% | 24.98%+8.3pp | 29.32%+3.9pp | 31.24%+2.0pp |
| Employer contribution / active EE | $1,419 | $2,698-47.4% | $3,023-53.1% | $2,726-47.9% |
| Participant deferral / active EE | $3,581 | $5,145-30.4% | $5,053-29.1% | $4,647-23.0% |
| Admin fee / account holder | $153 | $235-35.2% | $9,451-98.4% | $430-64.6% |