See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
ORGEL WEALTH MANAGEMENT6 years Filed as: ORGEL WEALTH MANAGEMENT, LLC Service code 27 2420 RIVERS EDGE DRIVE · ALTOONA, WI 54720 | Advisory (Plan) | $21,686 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,377 |
Service code 13 · EIN 20-1694816 | Contract Administrator | $9,098 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,297 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,802 | $148,978-41.1% | $200,582-56.2% | $84,808+3.5% |
| Participation rate | 73.0% | 84.2%-11.2pp | 86.9%-13.9pp | 68.3%+4.7pp |
| Annual return | 26.84% | 28.16%-1.3pp | 42.33%-15.5pp | 40.90%-14.1pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,241 | $7,142-26.6% | $9,331-43.8% | $4,212+24.4% |
| Admin fee / account holder | $2,001 | $13,977-85.7% | $16,305-87.7% | $7,344-72.8% |