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 |
|---|---|---|
OPPENHEIMER1+ years Filed as: OPPENHEIMER & COMPANY INC Service code 27 · EIN 13-5657518 | Advisory (Plan) | $61,487 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $39,038 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $32,052 | $71,957-55.5% | $67,652-52.6% | $59,188-45.8% |
| Participation rate | 57.8% | 82.7%-24.8pp | 75.7%-17.8pp | 69.4%-11.6pp |
| Annual return | 3.16% | 8.53%-5.4pp | 6625.04%-6621.9pp | 5.51%-2.3pp |
| Employer contribution / active EE | $1,186 | $2,432-51.2% | $2,266-47.6% | $2,098-43.5% |
| Participant deferral / active EE | $2,146 | $4,211-49.0% | $3,560-39.7% | $3,265-34.3% |
| Admin fee / account holder | $21 | $64-67.3% | $4,821-99.6% | $92-77.3% |