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, NA4 years Service code 19 · EIN 73-0780382 PO BOX 2300 · TULSA, OK 74102 | Securities Custodian | $2,676 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $62,591 | $198,836-68.5% | $103,333-39.4% | - |
| Participation rate | 25.7% | 60.8%-35.1pp | 74.5%-48.8pp | - |
| Annual return | 14.12% | 12.43%+1.7pp | 24.88%-10.8pp | - |
| Employer contribution / active EE | $907 | $2,607-65.2% | $3,868-76.6% | - |
| Participant deferral / active EE | $2,149 | $3,407-36.9% | $5,057-57.5% | - |
| Admin fee / account holder | $22 | $10,004-99.8% | $8,355-99.7% | - |