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, NA2 years Filed as: BOK FINANCIAL ASSET MANAGEMENT, INC Service code 15 · EIN 74-2009441 | Recordkeeping | $30,325 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $7,166 |
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 | $142,121 | $53,127+167.5% | $86,590+64.1% | $70,131+102.7% |
| Participation rate | 92.3% | 65.3%+27.0pp | 73.5%+18.8pp | 69.5%+22.8pp |
| Annual return | 16.04% | 27.66%-11.6pp | 964.84%-948.8pp | 73.14%-57.1pp |
| Employer contribution / active EE | $5,071 | $2,068+145.2% | $2,839+78.6% | $2,342+116.5% |
| Participant deferral / active EE | $9,647 | $2,696+257.9% | $3,609+167.3% | $3,332+189.5% |
| Admin fee / account holder | $332 | $3,585-90.7% | $4,906-93.2% | $4,645-92.9% |