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 8-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 OKLAHOMA2+ years Service code 15 · EIN 73-1353212 PO BO X3627 · TULSA, OK 741013627 | Recordkeeping | $24,321 |
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 | $137,547 | $47,977+186.7% | $154,107-10.7% | $56,287+144.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -3.52% | 3.54%-7.1pp | 735.12%-738.6pp | -9.96%+6.4pp |
| Employer contribution / active EE | $7,395 | $2,169+241.0% | $5,298+39.6% | $2,111+250.3% |
| Participant deferral / active EE | $4,442 | $2,392+85.7% | $5,081-12.6% | $3,350+32.6% |
| Admin fee / account holder | $65 | $438-85.2% | $13,411-99.5% | $521-87.6% |