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 MANAGEMENT7+ years Service code 26 · EIN 46-2793932 | Advisory (Participants) | $37,131 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,587 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,707 | $121,341-58.2% | $189,513-73.2% | $79,386-36.1% |
| Participation rate | 98.7% | 86.1%+12.6pp | 87.8%+10.9pp | 70.7%+28.0pp |
| Annual return | 15.55% | 21.08%-5.5pp | 555.15%-539.6pp | 116.85%-101.3pp |
| Employer contribution / active EE | $4,354 | $3,915+11.2% | $6,162-29.3% | $2,427+79.3% |
| Participant deferral / active EE | $5,014 | $6,395-21.6% | $8,221-39.0% | $4,046+23.9% |
| Admin fee / account holder | $160 | $651-75.5% | $12,045-98.7% | $626-74.5% |