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 | $31,295 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $23,392 |
ORENDA RETIREMENT, LLC2 years Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $5,839 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,817 | $54,701+33.1% | $86,188-15.5% | $71,457+1.9% |
| Participation rate | 90.2% | 60.1%+30.1pp | 69.0%+21.2pp | 67.9%+22.3pp |
| Annual return | 15.53% | 20.06%-4.5pp | 1168.45%-1152.9pp | 28.85%-13.3pp |
| Employer contribution / active EE | $1,079 | $1,265-14.7% | $2,380-54.7% | $2,588-58.3% |
| Participant deferral / active EE | $4,569 | $3,108+47.0% | $3,985+14.7% | $4,289+6.5% |
| Admin fee / account holder | $296 | $1,922-84.6% | $6,852-95.7% | $1,587-81.4% |