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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.
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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 | $23,805 |
ORENDA RETIREMENT, LLC1 year Service code 13 · EIN 36-4877979 | Contract Administrator | $12,070 |
ADP BROKER-DEALER1 year Filed as: ADP. LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,754 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,230 | $48,471-60.3% | $182,532-89.5% | $67,579-71.5% |
| Participation rate | 52.5% | 67.2%-14.7pp | 78.0%-25.5pp | 71.3%-18.8pp |
| Annual return | 23.79% | 31.08%-7.3pp | 148.54%-124.8pp | 378.56%-354.8pp |
| Employer contribution / active EE | $413 | $1,461-71.7% | $4,076-89.9% | $2,148-80.8% |
| Participant deferral / active EE | $1,070 | $3,324-67.8% | $5,524-80.6% | $3,539-69.8% |
| Admin fee / account holder | $128 | $151-15.1% | $8,592-98.5% | $142-9.8% |