Filed October 18, 2004 (most recent of 2 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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $119,777 |
ORENDA RETIREMENT, LLC1 year Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $99,754 |
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 | $36,394 | $61,756-41.1% | $70,092-48.1% | $77,904-53.3% |
| Participation rate | 93.5% | 79.9%+13.6pp | 70.5%+23.0pp | 73.7%+19.8pp |
| Annual return | -16.30% | -11.86%-4.4pp | 190.73%-207.0pp | 12.21%-28.5pp |
| Employer contribution / active EE | $1,185 | $2,706-56.2% | $2,559-53.7% | $2,848-58.4% |
| Participant deferral / active EE | $2,902 | $3,977-27.0% | $3,849-24.6% | $4,806-39.6% |
| Admin fee / account holder | $85 | $101-16.4% | $6,267-98.6% | $133-36.1% |