See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE TRUST COMPANY OF OKLAHOMA2+ years Service code 15 · EIN 73-1353212 | Recordkeeping | $291,794 |
PIPELINE INDUSTRY BENEFIT FUND2+ years Service code 50 P.O. BOX 470950 · TULSA, OK 741470950 | Direct Payment | $181,866 |
THE SEGAL COMPANY2+ years Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 | Advisory (Plan) | $25,000 |
RUBINBROWN LLP2+ years Service code 10 · EIN 43-0765316 | Accounting | $17,800 |
Filed as: ROBEIN, URANN, SPENCER ET. AL. Service code 29 · EIN 73-0999672 | Legal | $10,801 |
FEDERAL INSURANCE COMPANY2+ years Service code 49 · EIN 13-1963496 | Other Services | $7,134 |
GOLDSTEIN GRAGEL LLC1+ years Service code 29 · EIN 20-2565263 | Legal | $5,039 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,544 | $80,354-70.7% | $133,980-82.4% | $63,975-63.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 87.1%+12.9pp | 71.1%+28.9pp |
| Annual return | 7.68% | 13.11%-5.4pp | 29.30%-21.6pp | 48.65%-41.0pp |
| Employer contribution / active EE | $4,361 | $3,503+24.5% | $5,211-16.3% | $2,182+99.9% |
| Participant deferral / active EE | $2,823 | $5,239-46.1% | $6,282-55.1% | $3,356-15.9% |
| Admin fee / account holder | $96 | $69+38.4% | $9,324-99.0% | $70+36.2% |