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: BANK OF OKLAHOMA Service code 27 PO BOX 880 · TULSA, OK 74101 | Advisory (Plan) | $49,656 |
EEPB1 year Filed as: EEPB PC Service code 10 1333 WEST LOOP SOUTH STE 1400 · HOUSTON, TX 77027 | Accounting | $15,500 |
Service code 29 205 N 10TH ST STE 300 · BOISE, ID 83702 | Legal | $9,853 |
HAYNES AND BOONE, LLP1 year Service code 29 P.O. BOX 841399 · DALLAS, TX 75284 | Legal | $9,041 |
Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $6,543 |
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 | $40,458 | $67,228-39.8% | $117,854-65.7% | $77,958-48.1% |
| Participation rate | 92.5% | 79.4%+13.1pp | 79.7%+12.8pp | 71.6%+20.9pp |
| Annual return | 17.89% | 19.13%-1.2pp | 335.08%-317.2pp | 20.87%-3.0pp |
| Employer contribution / active EE | $1,114 | $2,211-49.6% | $3,786-70.6% | $2,310-51.8% |
| Participant deferral / active EE | $2,731 | $3,653-25.2% | $4,482-39.1% | $3,537-22.8% |
| Admin fee / account holder | $46 | $76-38.8% | $8,020-99.4% | $97-52.4% |