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 | $230,470 |
ORENDA RETIREMENT, LLC2 years Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $128,940 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,807 | $73,034-48.2% | $77,163-51.0% | $80,160-52.8% |
| Participation rate | 93.5% | 78.1%+15.4pp | 69.6%+23.9pp | 72.9%+20.6pp |
| Annual return | 17.28% | 18.56%-1.3pp | 37.87%-20.6pp | 40.38%-23.1pp |
| Employer contribution / active EE | $1,354 | $2,779-51.3% | $2,535-46.6% | $2,978-54.5% |
| Participant deferral / active EE | $3,237 | $4,140-21.8% | $3,833-15.6% | $5,017-35.5% |
| Admin fee / account holder | $120 | $104+15.9% | $5,472-97.8% | $145-17.1% |