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, NA5 years Filed as: BOK FINANCIAL ASSET MANAGEMENT, INC Service code 15 · EIN 74-2009441 | Recordkeeping | $58,214 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $7,593 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,264 | $66,124+113.6% | $90,404+56.3% | $73,488+92.2% |
| Participation rate | 86.5% | 69.7%+16.8pp | 72.7%+13.8pp | 70.7%+15.8pp |
| Annual return | 15.51% | 17.65%-2.1pp | 1293.02%-1277.5pp | 28.51%-13.0pp |
| Employer contribution / active EE | $3,369 | $2,346+43.6% | $3,262+3.3% | $2,270+48.4% |
| Participant deferral / active EE | $7,585 | $3,039+149.6% | $3,963+91.4% | $3,740+102.8% |
| Admin fee / account holder | $422 | $396+6.5% | $5,611-92.5% | $513-17.8% |