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 7-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 |
|---|---|---|
THE TRUST COMPANY OF OKLAHOMA1+ years Service code 15 · EIN 73-1577418 PO BOX 3627 · TULSA, OK 74101 | Recordkeeping | $6,958 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $125,791 | $109,359+15.0% | $162,163-22.4% | $72,985+72.4% |
| Participation rate | 96.6% | 84.3%+12.3pp | 87.6%+9.0pp | 69.5%+27.1pp |
| Annual return | 42.01% | 25.46%+16.6pp | 115.59%-73.6pp | 81.00%-39.0pp |
| Employer contribution / active EE | $3,069 | $3,907-21.5% | $5,614-45.3% | $2,440+25.8% |
| Participant deferral / active EE | $6,474 | $5,481+18.1% | $7,298-11.3% | $3,607+79.5% |
| Admin fee / account holder | $66 | $7,972-99.2% | $10,843-99.4% | $5,124-98.7% |