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 | $121,221 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,923 | $99,078-65.8% | $96,544-64.9% | $74,419-54.4% |
| Participation rate | 93.6% | 80.7%+12.9pp | 76.0%+17.6pp | 70.7%+22.9pp |
| Annual return | 17.51% | 22.48%-5.0pp | 25.84%-8.3pp | 34.38%-16.9pp |
| Employer contribution / active EE | $1,497 | $2,570-41.8% | $2,965-49.5% | $2,637-43.3% |
| Participant deferral / active EE | $2,250 | $4,933-54.4% | $4,851-53.6% | $4,528-50.3% |
| Admin fee / account holder | $194 | $225-13.8% | $8,252-97.7% | $348-44.3% |