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 Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $81,345 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,125 | $88,083+40.9% | $164,813-24.7% | $74,495+66.6% |
| Participation rate | 97.0% | 73.0%+24.0pp | 78.6%+18.4pp | 67.2%+29.8pp |
| Annual return | 13.69% | 17.26%-3.6pp | 69.93%-56.2pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $2,721 | $2,593+4.9% | $4,341-37.3% | $2,623+3.7% |
| Participant deferral / active EE | $8,117 | $4,498+80.5% | $6,031+34.6% | $4,346+86.8% |
| Admin fee / account holder | $366 | $2,234-83.6% | $12,690-97.1% | $1,942-81.2% |