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 Service code 21 PO BOX 880 · TULSA, OK 74101 | Bank Trustee | $17,314 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,981 | $65,061-60.1% | $143,757-81.9% | $66,914-61.2% |
| Participation rate | 34.5% | 65.2%-30.7pp | 80.3%-45.8pp | 69.8%-35.3pp |
| Annual return | -17.79% | -11.14%-6.7pp | -0.04%-17.7pp | 1.58%-19.4pp |
| Employer contribution / active EE | $288 | $2,361-87.8% | $4,951-94.2% | $2,544-88.7% |
| Participant deferral / active EE | $1,507 | $2,919-48.4% | $5,637-73.3% | $4,237-64.4% |
| Admin fee / account holder | $295 | $502-41.3% | $14,673-98.0% | $593-50.3% |