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. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| 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% |