Filed April 26, 2006 (most recent of 3 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 |
|---|---|---|
ORGEL WEALTH MANAGEMENT5+ years Service code 26 · EIN 46-2793932 | Advisory (Participants) | $26,523 |
WIPFLI LLP5+ years Service code 14 · EIN 39-0758449 | Plan Administrator | $8,711 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,384 | $98,982-64.3% | $162,163-78.2% | $65,185-45.7% |
| Participation rate | 95.8% | 85.8%+10.0pp | 87.6%+8.3pp | 70.2%+25.6pp |
| Annual return | 26.50% | 24.84%+1.7pp | 115.59%-89.1pp | 29.38%-2.9pp |
| Employer contribution / active EE | $2,194 | $3,467-36.7% | $5,614-60.9% | $2,177+0.8% |
| Participant deferral / active EE | $3,746 | $5,384-30.4% | $7,298-48.7% | $3,514+6.6% |
| Admin fee / account holder | $126 | $596-78.9% | $10,843-98.8% | $847-85.1% |