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 27-3232902 | Contract Administrator | $33,085 |
ORENDA RETIREMENT, LLC5 years Service code 13 · EIN 36-4877979 | Contract Administrator | $14,958 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,466 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 | Advisory (Plan) | $0 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,979 | $65,435-26.7% | $86,677-44.6% | $66,914-28.3% |
| Participation rate | 68.1% | 75.5%-7.3pp | 76.6%-8.4pp | 69.8%-1.7pp |
| Annual return | -13.38% | -10.89%-2.5pp | 35.91%-49.3pp | 1.58%-15.0pp |
| Employer contribution / active EE | $1,831 | $2,153-15.0% | $2,836-35.5% | $2,544-28.0% |
| Participant deferral / active EE | $3,779 | $4,100-7.8% | $4,656-18.8% | $4,237-10.8% |
| Admin fee / account holder | $94 | $642-85.3% | $7,493-98.7% | $593-84.1% |