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, NA2 years Service code 25 · EIN 73-0780382 PO BOX 2300 · TULSA, OK 74102 | Directed Trustee | $850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,422 | $106,236-48.8% | $112,228-51.5% | $64,808-16.0% |
| Participation rate | 27.7% | 71.7%-44.0pp | 75.1%-47.4pp | 71.5%-43.8pp |
| Annual return | -14.13% | -6.02%-8.1pp | 27.45%-41.6pp | 32.82%-46.9pp |
| Employer contribution / active EE | $853 | $3,166-73.1% | $3,635-76.5% | $2,506-66.0% |
| Participant deferral / active EE | $1,757 | $3,785-53.6% | $4,728-62.8% | $4,310-59.2% |
| Admin fee / account holder | $8 | $452-98.2% | $6,410-99.9% | $188-95.6% |