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 |
|---|---|---|
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF OKLAHOMA Service code 15 ONE WILLIAMS CENTER · TULSA, OK 74172 | Recordkeeping | $65,913 |
TWO WEST CAPITAL ADVISORS3+ years Filed as: TWO WEST ADVISORS Service code 27 · EIN 27-3055170 4551 WEST 107TH ST · OVERLAND PARK, KS 66207 | Advisory (Plan) | $57,050 |
Service code 15 8700 INDIAN CREEK PARKWAY · OVERLAND PARK, KS 66210 | Recordkeeping | $24,420 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $68,665 | $69,305-0.9% | $82,313-16.6% | $69,631-1.4% |
| Participation rate | 92.0% | 80.3%+11.7pp | 76.9%+15.1pp | 70.7%+21.3pp |
| Annual return | 17.62% | 21.47%-3.8pp | 25.88%-8.3pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $769 | $1,887-59.2% | $2,428-68.3% | $2,032-62.1% |
| Participant deferral / active EE | $4,707 | $3,568+31.9% | $3,706+27.0% | $3,224+46.0% |
| Admin fee / account holder | $204 | $97+109.5% | $5,608-96.4% | $110+84.3% |