Filed October 18, 2004 (most recent of 4 filings on file)
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 |
|---|---|---|
FID INV INST OPS CO3+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $518,361 |
Filed as: ORCHARD HILLS CONSULTING LLC Service code 16 · EIN 20-0847307 | Consulting | $6,969 |
Annual investment return 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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,119 | $53,684-62.5% | $170,442-88.2% | $80,976-75.2% |
| Participation rate | 98.1% | 69.2%+28.9pp | 83.6%+14.5pp | 68.3%+29.8pp |
| Annual return | 16.40% | 25.97%-9.6pp | 205.93%-189.5pp | 22.91%-6.5pp |
| Employer contribution / active EE | $1,911 | $1,642+16.4% | $5,433-64.8% | $2,402-20.5% |
| Participant deferral / active EE | $0 | $3,017-100.0% | $4,939-100.0% | $3,848-100.0% |
| Admin fee / account holder | $32 | $46-30.4% | $13,880-99.8% | $67-52.2% |