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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.
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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, NA3 years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $17,834 |
ALPINE SUMMIT CPAS2 years Service code 10 · EIN 84-1839663 1810 E SCHNEIDMILLER AVE. · POST FALLS, ID 83854 | Accounting | $12,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,034 | $52,406-67.5% | $129,207-86.8% | $74,495-77.1% |
| Participation rate | 69.9% | 53.8%+16.1pp | 69.6%+0.3pp | 67.2%+2.7pp |
| Annual return | 10.99% | 15.66%-4.7pp | 9417.33%-9406.3pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $1,096 | $1,531-28.4% | $4,153-73.6% | $2,623-58.2% |
| Participant deferral / active EE | $1,356 | $2,794-51.5% | $4,168-67.5% | $4,346-68.8% |
| Admin fee / account holder | $78 | $2,633-97.0% | $7,715-99.0% | $1,942-96.0% |