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 | $111,055 |
OPPENHEIMER4 years Filed as: OPPENHEIMER & CO Service code 27 · EIN 13-5657518 | Advisory (Plan) | $65,858 |
LSL CPAS4 years Service code 10 · EIN 95-2700123 | Accounting | $16,850 |
PENSION PLAN SPECIALISTS, PC5 years Service code 13 · EIN 26-1570786 | Contract Administrator | $11,810 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,070 | $84,487+171.1% | $125,339+82.8% | $66,914+242.3% |
| Participation rate | 92.5% | 76.4%+16.1pp | 82.4%+10.1pp | 69.8%+22.7pp |
| Annual return | -17.91% | -8.39%-9.5pp | 572.05%-590.0pp | 1.58%-19.5pp |
| Employer contribution / active EE | $6,687 | $3,553+88.2% | $4,814+38.9% | $2,544+162.8% |
| Participant deferral / active EE | $13,375 | $6,781+97.2% | $7,446+79.6% | $4,237+215.7% |
| Admin fee / account holder | $483 | $685-29.4% | $10,010-95.2% | $593-18.5% |