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 Filed as: BOK FINANCIAL ASSET MGMT, INC. Service code 15 · EIN 74-2009441 | Recordkeeping | $53,097 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $7,691 |
CHARLES SCHWAB & CO., INC.2+ years Service code 25 · EIN 94-1737782 | Directed Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,342 | $58,726+58.9% | $92,233+1.2% | $62,292+49.8% |
| Participation rate | 67.7% | 68.3%-0.7pp | 76.5%-8.8pp | 69.5%-1.9pp |
| Annual return | 15.60% | 43.62%-28.0pp | 176.28%-160.7pp | 28.90%-13.3pp |
| Employer contribution / active EE | $1,929 | $2,392-19.3% | $3,679-47.6% | $2,042-5.5% |
| Participant deferral / active EE | $5,045 | $2,766+82.4% | $3,897+29.5% | $3,169+59.2% |
| Admin fee / account holder | $312 | $556-43.9% | $5,194-94.0% | $479-34.8% |