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 | $99,572 |
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 | $28,714 | $72,254-60.3% | $86,677-66.9% | $64,808-55.7% |
| Participation rate | 93.3% | 80.4%+12.8pp | 76.6%+16.7pp | 71.5%+21.8pp |
| Annual return | -15.73% | 392.42%-408.2pp | 35.91%-51.6pp | 32.82%-48.6pp |
| Employer contribution / active EE | $1,399 | $2,393-41.6% | $2,836-50.7% | $2,506-44.2% |
| Participant deferral / active EE | $2,168 | $4,658-53.5% | $4,656-53.4% | $4,310-49.7% |
| Admin fee / account holder | $167 | $174-4.1% | $7,493-97.8% | $188-11.2% |