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, NA4+ years Filed as: BOKF, N A Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $988 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,982 | $45,825+17.8% | $90,645-40.4% | $56,287-4.1% |
| Participation rate | 32.6% | 66.7%-34.1pp | 74.0%-41.4pp | 69.9%-37.3pp |
| Annual return | -4.45% | 38.64%-43.1pp | 1.88%-6.3pp | -9.96%+5.5pp |
| Employer contribution / active EE | $760 | $1,372-44.6% | $2,532-70.0% | $2,111-64.0% |
| Participant deferral / active EE | $1,735 | $2,562-32.3% | $3,425-49.3% | $3,350-48.2% |
| Admin fee / account holder | $19 | $413-95.5% | $4,994-99.6% | $521-96.4% |