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 |
|---|---|---|
Filed as: TRUST COMPANY OF OKLAHOMA Service code 15 · EIN 73-1577418 | Recordkeeping | $89,698 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,294 | $185,342-82.6% | $111,297-71.0% | $86,799-62.8% |
| Participation rate | 91.6% | 81.0%+10.6pp | 77.3%+14.3pp | 72.3%+19.3pp |
| Annual return | 15.14% | 500.80%-485.7pp | 54.65%-39.5pp | 97.91%-82.8pp |
| Employer contribution / active EE | $1,094 | $2,246-51.3% | $2,731-60.0% | $2,405-54.5% |
| Participant deferral / active EE | $1,744 | $4,458-60.9% | $4,487-61.1% | $4,131-57.8% |
| Admin fee / account holder | $150 | $255-41.2% | $7,964-98.1% | $170-11.4% |