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 |
|---|---|---|
OPPENHEIMER3+ years Filed as: OPPENHEIMER & CO INC Service code 27 · EIN 13-5657518 85 BROAD ST BLDG 85 · NEW YORK, NY 10004 | Advisory (Plan) | $33,174 |
CLIFTONLARSONALLEN LLP1 year Filed as: CRI CPA'S & ADVISORS Service code 10 · EIN 72-1396621 | Accounting | $12,221 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,884 |
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 | $47,925 | $155,795-69.2% | $136,294-64.8% | $69,631-31.2% |
| Participation rate | 95.5% | 75.2%+20.3pp | 81.9%+13.6pp | 70.7%+24.8pp |
| Annual return | 19.66% | 232464.33%-232444.7pp | 5155.94%-5136.3pp | 27571.02%-27551.4pp |
| Employer contribution / active EE | $1,532 | $2,991-48.8% | $4,695-67.4% | $2,032-24.6% |
| Participant deferral / active EE | $4,008 | $5,394-25.7% | $6,247-35.8% | $3,224+24.3% |
| Admin fee / account holder | $102 | $128-20.2% | $9,243-98.9% | $110-7.3% |