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 | $104,977 |
ORENDA RETIREMENT, LLC5 years Service code 13 · EIN 36-4877979 | Contract Administrator | $29,261 |
Service code 49 · EIN 52-2114207 | Other Services | $23,574 |
Filed as: WILSHIRE ADVISORY LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,301 | $56,638-69.5% | $169,368-89.8% | $74,419-76.8% |
| Participation rate | 92.2% | 67.5%+24.7pp | 77.1%+15.1pp | 70.7%+21.5pp |
| Annual return | 18.96% | 24.75%-5.8pp | 405.60%-386.6pp | 34.38%-15.4pp |
| Employer contribution / active EE | $874 | $2,027-56.9% | $4,013-78.2% | $2,637-66.9% |
| Participant deferral / active EE | $2,767 | $4,223-34.5% | $6,221-55.5% | $4,528-38.9% |
| Admin fee / account holder | $181 | $307-40.9% | $9,003-98.0% | $348-47.9% |