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 |
|---|---|---|
ORENDA RETIREMENT, LLC1 year Service code 13 | Contract Administrator | $5,382 |
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 64 · EIN 93-1225432 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,931 |
Service code 27 · EIN 13-5674085 | Advisory (Plan) | $3,181 |
ORENDA RETIREMENT, LLC1 year Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 1670 MCKENDREE CHURCH RD BLDG 50 · LAWRENCEVILLE, GA 30043 | Contract Administrator | $1,050 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $34,936 | $55,706-37.3% | $75,886-54.0% | $72,985-52.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 20.85% | 27.59%-6.7pp | 30.76%-9.9pp | 81.00%-60.2pp |
| Employer contribution / active EE | $373 | $1,687-77.9% | $2,500-85.1% | $2,440-84.7% |
| Participant deferral / active EE | $2,122 | $2,634-19.4% | $3,603-41.1% | $3,607-41.2% |
| Admin fee / account holder | $101 | $3,978-97.5% | $5,418-98.1% | $5,124-98.0% |