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 Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $57,120 |
ERISA SERVICES, INC.4 years Filed as: ERISA COMPLIANCE ASSOCIATES Service code 70 3131 CAMINO DEL RIO NORTH · SAN DIEGO, CA 92108 | Consulting Fees | $7,579 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,419 | $53,911-69.5% | $130,648-87.4% | $77,787-78.9% |
| Participation rate | 89.9% | 60.2%+29.7pp | 71.7%+18.1pp | 73.2%+16.7pp |
| Annual return | 23.23% | 21.93%+1.3pp | 1708.96%-1685.7pp | 32.57%-9.3pp |
| Employer contribution / active EE | $1,207 | $1,826-33.9% | $4,092-70.5% | $2,504-51.8% |
| Participant deferral / active EE | $1,020 | $2,288-55.4% | $3,603-71.7% | $3,967-74.3% |
| Admin fee / account holder | $64 | $129-50.3% | $5,464-98.8% | $100-36.1% |