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, NA2 years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $231 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $169,477 | $31,388+439.9% | $73,545+130.4% | $62,292+172.1% |
| Participation rate | 48.8% | 39.9%+8.9pp | 54.9%-6.2pp | 69.5%-20.8pp |
| Annual return | 150.41% | 25.34%+125.1pp | -15.16%+165.6pp | 28.90%+121.5pp |
| Employer contribution / active EE | $975 | $498+95.7% | $1,219-20.0% | $2,042-52.3% |
| Participant deferral / active EE | $1,921 | $1,028+86.8% | $1,806+6.4% | $3,169-39.4% |
| Admin fee / account holder | $9 | $299-97.1% | $2,320-99.6% | $479-98.2% |