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, NA6+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $2,820 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $44,665 | $29,369+52.1% | $77,482-42.4% | $73,409-39.2% |
| Participation rate | 17.4% | 37.9%-20.5pp | 54.2%-36.8pp | 72.2%-54.8pp |
| Annual return | 14.76% | 358.15%-343.4pp | 54.79%-40.0pp | 59.29%-44.5pp |
| Employer contribution / active EE | $0 | $406-100.0% | $986-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $407 | $941-56.7% | $1,861-78.1% | $3,805-89.3% |
| Admin fee / account holder | $14 | $123-88.8% | $2,858-99.5% | $158-91.3% |