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 OKLAHOMA4+ years Filed as: TRUST COMPANY OF OKLAHOMA Service code 15 · EIN 73-1577418 6120 SOUTH YALE · TULSA, OK 74136 | Recordkeeping | $214,889 |
Filed as: PINNACLE INVESTMENT ADVISORS Service code 51 15 WEST 6TH STREET · TULSA, OK 74119 | Investment Mgmt Fees | $17,690 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $479,411 | $47,977+899.3% | $154,107+211.1% | $56,287+751.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -4.93% | 3.54%-8.5pp | 735.12%-740.0pp | -9.96%+5.0pp |
| Employer contribution / active EE | $16,182 | $2,169+646.1% | $5,298+205.5% | $2,111+666.5% |
| Participant deferral / active EE | $12,300 | $2,392+414.2% | $5,081+142.1% | $3,350+267.2% |
| Admin fee / account holder | $1,494 | $438+241.0% | $13,411-88.9% | $521+186.9% |