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 OKLAHOMA3+ years Service code 15 · EIN 73-1353212 PO BO X3627 · TULSA, OK 741013627 | Recordkeeping | $23,759 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $158,538 | $52,953+199.4% | $172,739-8.2% | $65,185+143.2% |
| Participation rate | 99.1% | 66.2%+32.9pp | 82.6%+16.4pp | 70.2%+28.9pp |
| Annual return | 20.30% | 30.12%-9.8pp | 802.84%-782.5pp | 29.38%-9.1pp |
| Employer contribution / active EE | $7,174 | $2,190+227.6% | $5,143+39.5% | $2,177+229.6% |
| Participant deferral / active EE | $4,220 | $2,471+70.8% | $5,198-18.8% | $3,514+20.1% |
| Admin fee / account holder | $61 | $472-87.1% | $13,954-99.6% | $847-92.8% |