Filed June 14, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 | $33,983 |
ORENDA RETIREMENT, LLC1 year Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $27,399 |
Filed as: AMERIPRISE FINACIAL SERVICES LLC Service code 27 | Advisory (Plan) | $7,335 |
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $375 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 27 · EIN 38-2722519 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,062 | $50,815-7.4% | $155,509-69.7% | $77,643-39.4% |
| Participation rate | 61.5% | 63.1%-1.6pp | 78.2%-16.7pp | 70.6%-9.1pp |
| Annual return | 11.90% | 34.80%-22.9pp | 64.67%-52.8pp | 31.24%-19.3pp |
| Employer contribution / active EE | $1,142 | $1,993-42.7% | $4,672-75.6% | $2,726-58.1% |
| Participant deferral / active EE | $1,323 | $2,822-53.1% | $5,626-76.5% | $4,647-71.5% |
| Admin fee / account holder | $170 | $437-61.0% | $15,912-98.9% | $430-60.5% |