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, NA1 year Service code 19 P.O. BOX 880 · TULSA, OH 74101 | Securities Custodian | $29,310 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $76,058 | $52,953+43.6% | $172,739-56.0% | $65,185+16.7% |
| Participation rate | 62.2% | 66.2%-4.0pp | 82.6%-20.4pp | 70.2%-8.0pp |
| Annual return | 19.97% | 30.12%-10.2pp | 802.84%-782.9pp | 29.38%-9.4pp |
| Employer contribution / active EE | $1,517 | $2,190-30.7% | $5,143-70.5% | $2,177-30.3% |
| Participant deferral / active EE | $2,779 | $2,471+12.5% | $5,198-46.5% | $3,514-20.9% |
| Admin fee / account holder | $309 | $472-34.6% | $13,954-97.8% | $847-63.6% |