Filed May 23, 2006
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 | $59,393 |
ORENDA RETIREMENT, LLC6 years Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $25,001 |
SENTINEL PENSION ADVISORS3 years Filed as: SENTINEL PENSION ADVISORS INC Service code 27 · EIN 04-3422848 | Advisory (Plan) | $20,298 |
Filed as: SIDE BY SIDE FINANCIALS INC Service code 13 · EIN 27-3232902 | Contract Administrator | $8,364 |
ORENDA RETIREMENT, LLC6 years Service code 13 | Contract Administrator | $1,625 |
Filed as: SENTINEL PENSION ADVISORS INC. Service code 27 | Advisory (Plan) | $93 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,920 | $107,459-85.2% | $135,903-88.3% | $80,160-80.1% |
| Participation rate | 18.9% | 78.0%-59.1pp | 81.9%-63.0pp | 72.9%-54.0pp |
| Annual return | 25.22% | 91.91%-66.7pp | 68.23%-43.0pp | 40.38%-15.2pp |
| Employer contribution / active EE | $27 | $3,877-99.3% | $4,856-99.4% | $2,978-99.1% |
| Participant deferral / active EE | $350 | $8,195-95.7% | $7,758-95.5% | $5,017-93.0% |
| Admin fee / account holder | $174 | $127+37.3% | $10,762-98.4% | $145+20.3% |