Filed December 6, 2023
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 10-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 | $33,251 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $22,460 |
ORENDA RETIREMENT, LLC1 year Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $7,238 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,356 | $49,451+24.1% | $79,550-22.9% | $66,914-8.3% |
| Participation rate | 88.6% | 61.3%+27.3pp | 69.5%+19.1pp | 69.8%+18.8pp |
| Annual return | -11.75% | 84.25%-96.0pp | 0.16%-11.9pp | 1.58%-13.3pp |
| Employer contribution / active EE | $1,087 | $1,266-14.1% | $2,413-54.9% | $2,544-57.3% |
| Participant deferral / active EE | $4,190 | $3,159+32.6% | $3,985+5.1% | $4,237-1.1% |
| Admin fee / account holder | $296 | $595-50.2% | $6,832-95.7% | $593-50.0% |