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 | $10,553 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,187 | $52,953-41.1% | $172,739-81.9% | $65,185-52.2% |
| Participation rate | 35.2% | 66.2%-31.0pp | 82.6%-47.5pp | 70.2%-35.0pp |
| Annual return | 21.29% | 30.12%-8.8pp | 802.84%-781.5pp | 29.38%-8.1pp |
| Employer contribution / active EE | $701 | $2,190-68.0% | $5,143-86.4% | $2,177-67.8% |
| Participant deferral / active EE | $780 | $2,471-68.4% | $5,198-85.0% | $3,514-77.8% |
| Admin fee / account holder | $129 | $472-72.7% | $13,954-99.1% | $847-84.8% |