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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.
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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 | $39,115 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $20,418 |
ORENDA RETIREMENT, LLC6 years Service code 13 · EIN 36-4877979 | Contract Administrator | $13,529 |
Filed as: MERRILL LYNCH Service code 17 | Pension Consulting | $21 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
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 | $16,110 | $107,459-85.0% | $135,903-88.1% | $80,160-79.9% |
| Participation rate | 20.5% | 78.0%-57.5pp | 81.9%-61.4pp | 72.9%-52.4pp |
| Annual return | 19.95% | 91.91%-72.0pp | 68.23%-48.3pp | 40.38%-20.4pp |
| Employer contribution / active EE | $0 | $3,877-100.0% | $4,856-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $468 | $8,195-94.3% | $7,758-94.0% | $5,017-90.7% |
| Admin fee / account holder | $191 | $127+50.8% | $10,762-98.2% | $145+32.1% |