See peer percentile detail. $4.99 for your first month.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRUST COMPANY OF OKLAHOMA Service code 15 · EIN 73-1353212 | Recordkeeping | $219,951 |
PIPELINE INDUSTRY BENEFIT FUND11+ years Service code 50 P.O. BOX 470950 · TULSA, OK 741470950 | Direct Payment | $131,377 |
EMPLOYEE K4 years Filed as: EMPLOYEE Q Service code 30 P.O. BOX 470950 · TULSA, OK 741470950 | Employee (plan); Direct payment from ... | $51,861 |
THE SEGAL COMPANY7 years Filed as: SEGAL SELECT INSURANCE Service code 23 · EIN 46-0619194 | Insurance services; Direct payment fr... | $28,051 |
THE SEGAL COMPANY7 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $25,000 |
RUBINBROWN LLP11+ years Service code 10 · EIN 43-0765316 | Accounting | $23,800 |
Filed as: ROBEIN, URANN, SPENCER, ET. AL. Service code 29 · EIN 73-0999672 | Legal | $12,446 |
TEDFORD INSURANCE6 years Service code 23 · EIN 23-2182079 | Direct payment from the plan; Insuran... | $11,604 |
Service code 49 · EIN 52-1796473 | Other Services | $7,743 |
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 | $58,999 | $103,641-43.1% | $107,525-45.1% | $102,872-42.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.1%+24.9pp | 73.0%+27.0pp |
| Annual return | 14.41% | 13.08%+1.3pp | 181.32%-166.9pp | 19.06%-4.6pp |
| Employer contribution / active EE | $7,599 | $5,096+49.1% | $3,754+102.5% | $3,526+115.5% |
| Participant deferral / active EE | $3,574 | $3,789-5.7% | $5,116-30.1% | $5,535-35.4% |
| Admin fee / account holder | $89 | $276-67.8% | $8,919-99.0% | $292-69.6% |