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 6-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 | $89,023 |
FEDERATED2 years Filed as: FEDERATED SECURITIES INC. Service code 49 · EIN 22-1901152 | Other Services | $8,742 |
ORENDA RETIREMENT, LLC3 years Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $5,744 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Service code 27 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,117 | $101,317-8.1% | $146,958-36.6% | $74,495+25.0% |
| Participation rate | 83.4% | 75.5%+7.9pp | 82.2%+1.3pp | 67.2%+16.2pp |
| Annual return | 18.34% | 8730.91%-8712.6pp | 418.34%-400.0pp | 1364.94%-1346.6pp |
| Employer contribution / active EE | $5,577 | $3,810+46.4% | $4,933+13.0% | $2,623+112.6% |
| Participant deferral / active EE | $10,730 | $7,303+46.9% | $8,070+33.0% | $4,346+146.9% |
| Admin fee / account holder | $550 | $1,739-68.3% | $12,998-95.8% | $1,942-71.7% |