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 | $33,402 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $20,506 |
ORENDA RETIREMENT, LLC3 years Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $8,221 |
Filed as: WILSHIRE ASSOCIATES INC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,318 | $52,293-32.5% | $178,490-80.2% | $73,409-51.9% |
| Participation rate | 50.6% | 65.3%-14.8pp | 81.9%-31.3pp | 72.2%-21.6pp |
| Annual return | 14.14% | 34.75%-20.6pp | 151.07%-136.9pp | 59.29%-45.2pp |
| Employer contribution / active EE | $1,187 | $1,735-31.6% | $5,011-76.3% | $2,234-46.9% |
| Participant deferral / active EE | $982 | $2,332-57.9% | $5,202-81.1% | $3,805-74.2% |
| Admin fee / account holder | $135 | $127+6.2% | $13,984-99.0% | $158-14.4% |