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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $23,655 |
OPPENHEIMER4 years Filed as: OPPENHEIMER & CO INC Service code 27 · EIN 13-5657518 | Advisory (Plan) | $19,661 |
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 | $50,933 | $88,083-42.2% | $164,813-69.1% | $74,495-31.6% |
| Participation rate | 82.6% | 73.0%+9.6pp | 78.6%+4.0pp | 67.2%+15.4pp |
| Annual return | 12.89% | 17.26%-4.4pp | 69.93%-57.0pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $1,628 | $2,593-37.2% | $4,341-62.5% | $2,623-37.9% |
| Participant deferral / active EE | $3,446 | $4,498-23.4% | $6,031-42.9% | $4,346-20.7% |
| Admin fee / account holder | $227 | $2,234-89.9% | $12,690-98.2% | $1,942-88.3% |