Filings through .
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, NA10+ years Filed as: BOKF NA Service code 19 PO BOX 880 · TULSA, OK 74101 | Securities Custodian | $5,720 |
4 funds of $250K or more; 18 lines in all, holding $3.2M of the plan's $3.3M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 22% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $702K | 21.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $564K | 17.6% |
| Money Market Fund Invesco Invesco · Money market | $340K | 10.6% |
| T Rowe Price Growth Stock 1 T. Rowe Price · Mutual fund | $288K | 9.0% |
| Vanguard M/C Indx-Adm Vanguard · Mutual fund Index | $253K | 7.9% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $174K | 5.5% |
| Vanguard S/C Indx-Adm Vanguard · Mutual fund Index | $170K | 5.3% |
| Dodge & Cox Stock Fund Dodge & Cox · Mutual fund | $167K | 5.2% |
| Metropolitan West Met West Tot Ret Bd-P TCW · Other | $148K | 4.6% |
| MassMutual Sel M/C Gr Eq MassMutual · Mutual fund | $89K | 2.8% |
See the other 8 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
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.
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 | $36,159 | $81,248-55.5% | $155,509-76.7% | $80,856-55.3% |
| Participation rate | 48.4% | 66.2%-17.9pp | 78.2%-29.8pp | 67.6%-19.3pp |
| Annual return | 12.94% | 33.31%-20.4pp | 64.67%-51.7pp | 35.59%-22.7pp |
| Employer contribution / active EE | $520 | $3,100-83.2% | $4,672-88.9% | $2,755-81.1% |
| Participant deferral / active EE | $1,358 | $3,452-60.6% | $5,626-75.9% | $4,296-68.4% |
| Admin fee / account holder | $63 | $7,997-99.2% | $15,912-99.6% | $6,918-99.1% |