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, NA9+ years Filed as: BOKF, N.A. Service code 19 · EIN 73-0780382 PO BOX 2300 · TULSA, OK 74102 | Securities Custodian | $131,665 |
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 | $82,624 | $88,890-7.0% | $102,423-19.3% | $77,643+6.4% |
| Participation rate | 94.7% | 80.9%+13.8pp | 76.5%+18.2pp | 70.6%+24.1pp |
| Annual return | 15.16% | 24.98%-9.8pp | 29.32%-14.2pp | 31.24%-16.1pp |
| Employer contribution / active EE | $1,957 | $2,698-27.5% | $3,023-35.3% | $2,726-28.2% |
| Participant deferral / active EE | $5,573 | $5,145+8.3% | $5,053+10.3% | $4,647+19.9% |
| Admin fee / account holder | $184 | $235-21.8% | $9,451-98.1% | $430-57.2% |