Filed October 18, 2004
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 | $24,299 |
M HOLDINGS SECURITIES INC2 years Filed as: M HOLDINGS SECURITIES Service code 27 · EIN 91-1802259 | Advisory (Plan) | $8,232 |
ORENDA RETIREMENT, LLC2 years Filed as: ORENDA RETIRMENT, LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $5,400 |
ORENDA RETIREMENT, LLC2 years Filed as: ORENDA RETIREMENT LLC Service code 13 | Contract Administrator | $3,052 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,275 | $58,923-9.6% | $97,167-45.2% | $74,546-28.5% |
| Participation rate | 81.2% | 63.6%+17.6pp | 72.7%+8.5pp | 67.2%+14.0pp |
| Annual return | 12.07% | 16.04%-4.0pp | 75.27%-63.2pp | 1366.03%-1354.0pp |
| Employer contribution / active EE | $779 | $1,894-58.9% | $2,729-71.5% | $2,624-70.3% |
| Participant deferral / active EE | $4,766 | $3,664+30.1% | $4,264+11.8% | $4,347+9.6% |
| Admin fee / account holder | $184 | $1,974-90.7% | $5,650-96.7% | $1,944-90.5% |