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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 | $79,495 |
ORENDA RETIREMENT, LLC1 year Service code 13 · EIN 36-4877979 | Contract Administrator | $23,644 |
Filed as: THE WEALTH ALLIANCE, LLC Service code 27 | Advisory (Plan) | $21,178 |
Service code 49 300 GARDEN CITY PLZ SUITE 252 · GARDEN CITY, NY 11530 | Other Services | $6,904 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $1,086 |
SRN SERVICES INC1 year Service code 26 · EIN 13-3225068 | Advisory (Participants) | $0 |
THE WEALTH ALLANCE, LLC1 year Service code 27 · EIN 83-2902030 | Advisory (Plan) | $0 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,977 | $136,266-71.4% | $90,749-57.0% | $77,904-50.0% |
| Participation rate | 38.9% | 86.6%-47.8pp | 75.7%-36.8pp | 73.7%-34.8pp |
| Annual return | -12.83% | -11.32%-1.5pp | -12.16%-0.7pp | 12.21%-25.0pp |
| Employer contribution / active EE | $848 | $4,215-79.9% | $2,921-71.0% | $2,848-70.2% |
| Participant deferral / active EE | $1,614 | $6,353-74.6% | $4,564-64.6% | $4,806-66.4% |
| Admin fee / account holder | $171 | $399-57.1% | $8,445-98.0% | $133+28.9% |