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 | $30,098 |
ORENDA RETIREMENT, LLC2 years Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $17,493 |
CITRIN COOPERMAN2 years Filed as: CITRIN COOPERMAN & COMPANY Service code 10 · EIN 22-2428965 | Accounting | $14,773 |
Filed as: MML INSURANCE AGENCY LLC Service code 49 · EIN 04-3109325 | Other Services | $9,866 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,133 | $29,548+22.3% | $56,411-35.9% | $77,643-53.5% |
| Participation rate | 10.0% | 32.7%-22.6pp | 52.5%-42.4pp | 70.6%-60.5pp |
| Annual return | 14.74% | 19.01%-4.3pp | 1701.33%-1686.6pp | 31.24%-16.5pp |
| Employer contribution / active EE | $252 | $568-55.7% | $1,039-75.8% | $2,726-90.8% |
| Participant deferral / active EE | $485 | $1,061-54.3% | $1,952-75.1% | $4,647-89.6% |
| Admin fee / account holder | $508 | $1,046-51.4% | $2,829-82.0% | $430+18.1% |