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 OKLAHOMA4+ years Service code 15 · EIN 73-1353212 PO BO X3627 · TULSA, OK 741013627 | Recordkeeping | $32,367 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,139 | $58,879+222.9% | $178,490+6.5% | $73,488+158.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 12.71% | 24.86%-12.2pp | 151.07%-138.4pp | 28.51%-15.8pp |
| Employer contribution / active EE | $7,723 | $2,236+245.4% | $5,011+54.1% | $2,270+240.2% |
| Participant deferral / active EE | $4,458 | $2,567+73.6% | $5,202-14.3% | $3,740+19.2% |
| Admin fee / account holder | $90 | $400-77.5% | $13,984-99.4% | $513-82.5% |