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, NA3 years Service code 19 · EIN 73-0780382 PO BOX 2300 · TULSA, OK 74102 | Securities Custodian | $7,186 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,002 | $76,670-23.0% | $96,683-39.0% | $71,457-17.4% |
| Participation rate | 29.0% | 66.6%-37.6pp | 74.3%-45.4pp | 67.9%-38.9pp |
| Annual return | 17.57% | 48.29%-30.7pp | 35.69%-18.1pp | 28.85%-11.3pp |
| Employer contribution / active EE | $1,021 | $3,031-66.3% | $3,737-72.7% | $2,588-60.6% |
| Participant deferral / active EE | $1,821 | $3,771-51.7% | $4,878-62.7% | $4,289-57.5% |
| Admin fee / account holder | $70 | $2,028-96.6% | $6,730-99.0% | $1,587-95.6% |