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 13 · EIN 42-0127290 | Contract Administrator | $41,993 |
OPPENHEIMER1 year Filed as: OPPENHEIMER & CO Service code 27 · EIN 13-5657518 | Advisory (Plan) | $21,083 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $48,050 | $88,042-45.4% | $138,135-65.2% | $79,858-39.8% |
| Participation rate | 94.8% | 71.4%+23.4pp | 78.7%+16.1pp | 69.6%+25.2pp |
| Annual return | 33.37% | 20.58%+12.8pp | 20.51%+12.9pp | 31.71%+1.7pp |
| Employer contribution / active EE | $1,842 | $3,103-40.6% | $5,587-67.0% | $2,471-25.4% |
| Participant deferral / active EE | $5,719 | $4,704+21.6% | $6,431-11.1% | $3,740+52.9% |
| Admin fee / account holder | $378 | $7,791-95.2% | $11,856-96.8% | $5,306-92.9% |