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 | $231,478 |
ORENDA RETIREMENT, LLC3 years Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $225,068 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,456 | $76,173-36.4% | $81,382-40.5% | $199,593-75.7% |
| Participation rate | 94.4% | 76.3%+18.2pp | 69.5%+25.0pp | 72.0%+22.5pp |
| Annual return | 13.90% | 15.59%-1.7pp | 24.73%-10.8pp | 34.25%-20.3pp |
| Employer contribution / active EE | $1,019 | $2,792-63.5% | $2,463-58.6% | $3,034-66.4% |
| Participant deferral / active EE | $3,453 | $4,201-17.8% | $3,883-11.1% | $5,087-32.1% |
| Admin fee / account holder | $177 | $146+21.2% | $5,768-96.9% | $269-34.2% |