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 |
|---|---|---|
THE TRUST COMPANY OF OKLAHOMA11+ years Service code 15 · EIN 73-1577418 PO BOX 3627 · TULSA, OK 74101 | Recordkeeping | $135,054 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING Service code 51 P.O. BOX 952032 · SAINT LOUIS, MO 63195 | Investment Mgmt Fees | $7,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $153,451 | $88,581+73.2% | $145,661+5.3% | $74,304+106.5% |
| Participation rate | 88.7% | 64.9%+23.7pp | 77.2%+11.5pp | 60.3%+28.3pp |
| Annual return | 14.04% | 34.30%-20.3pp | 101.46%-87.4pp | 29.43%-15.4pp |
| Employer contribution / active EE | $2,279 | $2,612-12.8% | $4,238-46.2% | $2,241+1.7% |
| Participant deferral / active EE | $6,836 | $4,151+64.7% | $7,198-5.0% | $3,767+81.5% |
| Admin fee / account holder | $568 | $2,953-80.8% | $12,466-95.4% | $2,969-80.9% |