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, NA4 years Service code 25 P.O. BOX 880 · TULSA, OK 74101 | Directed Trustee | $14,505 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,865 | $70,908-63.5% | $98,907-73.8% | $73,488-64.8% |
| Participation rate | 88.3% | 73.8%+14.6pp | 76.0%+12.3pp | 70.7%+17.7pp |
| Annual return | 12.43% | 34.17%-21.7pp | 196.43%-184.0pp | 28.51%-16.1pp |
| Employer contribution / active EE | $0 | $2,036-100.0% | $2,689-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,706 | $3,500-51.2% | $4,244-59.8% | $3,740-54.4% |
| Admin fee / account holder | $106 | $535-80.1% | $6,642-98.4% | $513-79.3% |