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 | $138,943 |
ORENDA RETIREMENT, LLC6 years Service code 13 · EIN 36-4877979 | Contract Administrator | $36,083 |
Service code 49 · EIN 52-2114207 | Other Services | $32,380 |
Filed as: WILSHIRE ADVISORY LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $22,384 | $62,624-64.3% | $177,989-87.4% | $77,643-71.2% |
| Participation rate | 92.2% | 66.8%+25.4pp | 77.1%+15.2pp | 70.6%+21.7pp |
| Annual return | 14.55% | 16.16%-1.6pp | 294.48%-279.9pp | 31.24%-16.7pp |
| Employer contribution / active EE | $1,047 | $1,909-45.2% | $3,949-73.5% | $2,726-61.6% |
| Participant deferral / active EE | $3,065 | $4,219-27.4% | $6,276-51.2% | $4,647-34.0% |
| Admin fee / account holder | $237 | $386-38.7% | $10,363-97.7% | $430-45.0% |