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 TRUST COMPANY OF OKLAHOMA9+ years Filed as: TRUST COMPANY OF OKLAHOMA Service code 15 · EIN 73-1577418 6120 SOUTH YALE · TULSA, OK 74136 | Recordkeeping | $198,656 |
Filed as: PINNACLE INVESTMENT ADVISORS Service code 51 15 WEST 6TH STREET · TULSA, OK 74119 | Investment Mgmt Fees | $23,125 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $502,747 | $61,272+720.5% | $149,673+235.9% | $71,457+603.6% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 18.23% | 35.85%-17.6pp | 134.42%-116.2pp | 28.85%-10.6pp |
| Employer contribution / active EE | $20,261 | $2,378+751.9% | $4,818+320.6% | $2,588+683.0% |
| Participant deferral / active EE | $16,490 | $2,917+465.3% | $5,680+190.3% | $4,289+284.5% |
| Admin fee / account holder | $1,254 | $1,261-0.6% | $13,210-90.5% | $1,587-21.0% |