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 | $33,319 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $7,419 |
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 | $102,682 | $49,177+108.8% | $79,464+29.2% | $64,186+60.0% |
| Participation rate | 94.7% | 65.0%+29.7pp | 73.3%+21.3pp | 69.6%+25.1pp |
| Annual return | -7.42% | -1.16%-6.3pp | 718.14%-725.6pp | 7.63%-15.1pp |
| Employer contribution / active EE | $3,825 | $2,076+84.2% | $2,800+36.6% | $2,381+60.7% |
| Participant deferral / active EE | $8,186 | $2,821+190.1% | $3,704+121.0% | $3,470+135.9% |
| Admin fee / account holder | $283 | $3,839-92.6% | $5,113-94.5% | $4,888-94.2% |