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 8-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 | $35,768 |
M HOLDINGS SECURITIES INC2 years Filed as: M HOLDINGS SECURITIES Service code 27 · EIN 91-1802259 | Advisory (Plan) | $15,880 |
ORENDA RETIREMENT, LLC2 years Filed as: ORENDA RETIREMENTM LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $6,625 |
ORENDA RETIREMENT, LLC2 years Filed as: ORENDA RETIREMENT LLC Service code 13 | Contract Administrator | $3,251 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,257 | $109,881-58.8% | $150,045-69.8% | $84,808-46.6% |
| Participation rate | 96.5% | 76.1%+20.4pp | 82.3%+14.2pp | 68.3%+28.2pp |
| Annual return | 12.12% | 28.25%-16.1pp | 62.55%-50.4pp | 40.90%-28.8pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,051 | $6,636-8.8% | $7,997-24.3% | $4,212+43.7% |
| Admin fee / account holder | $537 | $8,568-93.7% | $13,435-96.0% | $7,344-92.7% |