Plan Ledger DOL Form 5500 · updated monthly

Oasis Stopn Go LLC401(k)

D. L. WILLIE EMPLOYEE RETIREMENT PLAN · EDEN, ID · plan year 2024

Reported admin expense ratio · 2024
1.46%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Oasis Stopn Go LLC reported $42,198 in plan administrative expenses for 2024: 1.46% of average plan assets, higher than ~90% of peers. Employer contributions averaged $230 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 1.26% to 1.46%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Idaho (268th of 349), and 4,317th of 5,215 in retail trade. In 2024, employees put in $3.14 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,111,943
Participants with balances276
Active participants339
Employer contributions$78,047
Employee contributions$245,182
Employer contribution per active participant$230
Average account balance$11,275
Benefits paid to participants$203,850
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.1M · 276 accts · $78K emplr
2023$2.7M · 230 accts · $81K emplr
2022$2.3M · 208 accts · $60K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,453
Investment management$11,745
Total administrative$42,198
The Oasis Stopn Go LLC 401(k) match · 2024
Employer contribution per active participant$230
Median for plans this size$1,313
2024$230 per active participant
2023$255 per active participant
2022$183 per active participant

Oasis Stopn Go LLC's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
ADP, INC. · Loan processing · Recordkeeping$30,452
D.A. DAVIDSON & CO. · Recordkeeping · Trustee$11,745

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024ADP, D.A. DAVIDSON & CO.
2023ADP, D.A. DAVIDSON & CO.

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$42,198 · 1.46%
2023$36,185 · 1.44%
2022$33,222 · 1.26%
Similar plansRetail Trade · Idaho
Chalfant Corporation ID$6.0M · 0.69%
Auto Ranch Group, Inc. ID$4.6M · 0.71%
Purdy Enterprises, Inc. ID$4.4M · 0.02%
Goode Auto Group, Inc. ID$2.2M · 0.91%

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Source: U.S. Department of Labor, Form 5500 series, EIN 820518122 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.