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 |
|---|---|---|
OPPENHEIMER4+ years Filed as: OPPENHEIMER & CO INC Service code 55 · EIN 13-5657518 | Other Commissions | $60,503 |
DELOITTE & TOUCHE LLP4+ years Service code 10 · EIN 13-3891517 | Accounting | $25,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$21,754 |
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 | $44,761 | $41,467+7.9% | $67,313-33.5% | $55,725-19.7% |
| Participation rate | 88.8% | 62.5%+26.3pp | 69.1%+19.7pp | 70.9%+17.9pp |
| Annual return | -3.76% | 0.82%-4.6pp | -4.08%+0.3pp | 244.93%-248.7pp |
| Employer contribution / active EE | $1,217 | $1,316-7.6% | $2,566-52.6% | $2,078-41.4% |
| Participant deferral / active EE | $5,108 | $2,399+112.9% | $3,568+43.2% | $3,356+52.2% |
| Admin fee / account holder | $4 | $102-95.8% | $4,507-99.9% | $115-96.3% |