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 OKLAHOMA5+ years Filed as: TRUST COMPANY OF OKLAHOMA Service code 15 · EIN 73-1577418 6120 SOUTH YALE · TULSA, OK 74136 | Recordkeeping | $195,482 |
Filed as: PINNACLE INVESTMENT ADVISORS Service code 51 15 WEST 6TH STREET · TULSA, OK 74119 | Investment Mgmt Fees | $17,507 |
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 | $537,899 | $52,953+915.8% | $172,739+211.4% | $65,185+725.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 22.06% | 30.12%-8.1pp | 802.84%-780.8pp | 29.38%-7.3pp |
| Employer contribution / active EE | $16,515 | $2,190+654.2% | $5,143+221.1% | $2,177+658.8% |
| Participant deferral / active EE | $11,929 | $2,471+382.8% | $5,198+129.5% | $3,514+239.5% |
| Admin fee / account holder | $1,253 | $472+165.5% | $13,954-91.0% | $847+47.9% |