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 |
|---|---|---|
UPAL4 years Service code 10 · EIN 73-1255640 6840 S. TRENTON AVE. · TULSA, OK 74136 | Accounting | $165,451 |
R J CLOUD ADVISORS & COMPANY4 years Service code 27 · EIN 82-0862394 7804 E. 108TH ST. · TULSA, OK 74133 | Advisory (Plan) | $27,952 |
MORSE & CO., PLLC1 year Filed as: MORSE & CO, PLLC Service code 10 · EIN 45-3705962 6060 SOUTH AMERICAN PLAZA ST. E. · TULSA, OK 74135 | Accounting | $12,250 |
BOKF, NA4 years Service code 21 · EIN 73-0780382 P.O. BOX 880 · TULSA, OK 74101 | Bank Trustee | $2,933 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,682 | $49,915+400.2% | $154,803+61.3% | $74,304+236.0% |
| Participation rate | 98.1% | 54.0%+44.2pp | 78.1%+20.1pp | 60.3%+37.8pp |
| Annual return | 14.59% | 34.06%-19.5pp | 58.88%-44.3pp | 29.43%-14.8pp |
| Employer contribution / active EE | $11,335 | $1,611+603.5% | $4,305+163.3% | $2,241+405.8% |
| Participant deferral / active EE | $5,921 | $2,255+162.6% | $5,540+6.9% | $3,767+57.2% |
| Admin fee / account holder | $740 | $2,189-66.2% | $14,329-94.8% | $2,969-75.1% |