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 4-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 15 · EIN 01-0233346 | Recordkeeping | $175,415 |
OPPENHEIMER1 year Filed as: OPPENHEIMER & COMPANY INC. Service code 26 380 KNOLLWOOD ST., SUITE 300 · WINSTON-SALEM, NC 27103 | Advisory (Participants) | $65,000 |
ARMANINO LLP4+ years Filed as: ARMANINO, LLP Service code 17 · EIN 94-6214841 | Pension Consulting | $16,828 |
FORVIS MAZARS, LLP2 years Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $14,175 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,255 | $106,028+0.2% | $146,958-27.7% | $77,643+36.9% |
| Participation rate | 89.6% | 78.4%+11.2pp | 82.2%+7.4pp | 70.6%+19.0pp |
| Annual return | 17.01% | 56.73%-39.7pp | 418.34%-401.3pp | 31.24%-14.2pp |
| Employer contribution / active EE | $3,726 | $4,063-8.3% | $4,933-24.5% | $2,726+36.7% |
| Participant deferral / active EE | $13,633 | $7,990+70.6% | $8,070+68.9% | $4,647+193.4% |
| Admin fee / account holder | $191 | $337-43.4% | $12,998-98.5% | $430-55.6% |