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, NA3 years Filed as: BOK FINANCIAL ASSET MANAGEMENT, INC Service code 15 · EIN 74-2009441 | Recordkeeping | $3,764 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage | $400 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
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 | $50,501 | $89,652-43.7% | $141,162-64.2% | $65,185-22.5% |
| Participation rate | 89.0% | 74.7%+14.3pp | 82.5%+6.5pp | 70.2%+18.8pp |
| Annual return | 26.07% | 32.79%-6.7pp | 71.39%-45.3pp | 29.38%-3.3pp |
| Employer contribution / active EE | $1,897 | $3,065-38.1% | $4,735-59.9% | $2,177-12.8% |
| Participant deferral / active EE | $5,805 | $5,691+2.0% | $6,709-13.5% | $3,514+65.2% |
| Admin fee / account holder | $20 | $569-96.4% | $10,261-99.8% | $847-97.6% |