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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $37,861 |
GOLDLEAF PARTNERS2 years Filed as: GOLDLEAF PARTNERS SERVICES INC Service code 13 · EIN 45-0514557 | Contract Administrator | $14,628 |
BOKF, NA1 year Filed as: BOKF NA Service code 27 · EIN 73-0780382 | Advisory (Plan) | $4,992 |
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 | $22,822 | $73,404-68.9% | $87,100-73.8% | $67,579-66.2% |
| Participation rate | 98.0% | 80.9%+17.1pp | 76.9%+21.1pp | 71.3%+26.7pp |
| Annual return | 26.50% | 48.29%-21.8pp | 28.19%-1.7pp | 378.56%-352.1pp |
| Employer contribution / active EE | $3,568 | $2,014+77.2% | $2,521+41.5% | $2,148+66.1% |
| Participant deferral / active EE | $3,577 | $3,913-8.6% | $4,049-11.6% | $3,539+1.1% |
| Admin fee / account holder | $131 | $142-7.6% | $7,497-98.3% | $142-8.1% |