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+ years Service code 19 · EIN 73-6210970 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $34,792 |
COOK STREET CONSULTING1+ years Service code 27 · EIN 84-0854432 5299 DTC BOULEVARD, STE 1150 · GREENWOOD VILLAGE, CO 80111 | Advisory (Plan) | $30,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,657 | $37,039-28.0% | $147,614-81.9% | $59,188-55.0% |
| Participation rate | 6.0% | 63.8%-57.8pp | 84.6%-78.6pp | 69.4%-63.4pp |
| Annual return | 1.29% | 7.19%-5.9pp | 61.98%-60.7pp | 5.51%-4.2pp |
| Employer contribution / active EE | $37 | $1,353-97.3% | $5,564-99.3% | $2,098-98.3% |
| Participant deferral / active EE | $184 | $2,094-91.2% | $4,895-96.2% | $3,265-94.4% |
| Admin fee / account holder | $211 | $60+250.5% | $11,611-98.2% | $92+128.9% |