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 |
|---|---|---|
Filed as: TRUST COMPANY OF OKLAHOMA Service code 15 · EIN 73-1577418 | Recordkeeping | $57,741 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,497 | $65,118-63.9% | $76,768-69.4% | $55,725-57.8% |
| Participation rate | 89.2% | 79.6%+9.6pp | 77.0%+12.3pp | 70.9%+18.4pp |
| Annual return | -3.42% | -1.27%-2.2pp | 2.43%-5.8pp | 244.93%-248.3pp |
| Employer contribution / active EE | $1,185 | $1,941-38.9% | $2,485-52.3% | $2,078-43.0% |
| Participant deferral / active EE | $1,881 | $3,688-49.0% | $3,852-51.2% | $3,356-43.9% |
| Admin fee / account holder | $123 | $116+5.8% | $6,675-98.2% | $115+6.4% |