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, NA1 year Service code 25 · EIN 73-0780382 PO BOX 2300 · TULSA, OK 74102 | Directed Trustee | $1,074 |
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.
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 | $61,549 | $77,660-20.7% | $109,143-43.6% | $79,386-22.5% |
| Participation rate | 29.6% | 67.8%-38.2pp | 75.9%-46.2pp | 70.7%-41.1pp |
| Annual return | 11.40% | 23.44%-12.0pp | 25.75%-14.4pp | 116.85%-105.5pp |
| Employer contribution / active EE | $793 | $2,797-71.7% | $3,722-78.7% | $2,427-67.3% |
| Participant deferral / active EE | $1,648 | $3,518-53.1% | $4,653-64.6% | $4,046-59.3% |
| Admin fee / account holder | $11 | $732-98.5% | $6,752-99.8% | $626-98.2% |