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 | $37,616 |
Filed as: ALERA INVESTMENT ADVISORS, LLC Service code 27 · EIN 82-1301701 | Advisory (Plan) | $16,935 |
ORENDA RETIREMENT, LLC1 year Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $6,140 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,163 | $89,436-58.4% | $164,813-77.5% | $77,643-52.1% |
| Participation rate | 84.9% | 78.6%+6.3pp | 78.6%+6.3pp | 70.6%+14.4pp |
| Annual return | 15.82% | 28.83%-13.0pp | 69.93%-54.1pp | 31.24%-15.4pp |
| Employer contribution / active EE | $2,012 | $2,569-21.7% | $4,341-53.7% | $2,726-26.2% |
| Participant deferral / active EE | $5,379 | $4,897+9.9% | $6,031-10.8% | $4,647+15.8% |
| Admin fee / account holder | $228 | $339-33.0% | $12,690-98.2% | $430-47.1% |