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: T S PHILLIPS INVESTMENTS INC Service code 61 3401 NW 63RD ST STE 500 · OKLAHOMA CITY, OK 73116 | Finders' fees / placement fees | $0 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$35,700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,788 | $47,126+69.3% | $149,673-46.7% | $74,419+7.2% |
| Participation rate | 66.7% | 63.4%+3.3pp | 78.8%-12.1pp | 70.7%-4.1pp |
| Annual return | 15.42% | 22.75%-7.3pp | 134.42%-119.0pp | 34.38%-19.0pp |
| Employer contribution / active EE | $1,853 | $1,905-2.8% | $4,818-61.5% | $2,637-29.7% |
| Participant deferral / active EE | $4,248 | $2,728+55.7% | $5,680-25.2% | $4,528-6.2% |
| Admin fee / account holder | -$125 | $343-136.4% | $13,210-100.9% | $348-135.9% |