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 MANAGEMENT8+ years Service code 27 · EIN 46-2793932 | Advisory (Plan) | $36,537 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,494 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,102 | $102,553-57.0% | $151,611-70.9% | $66,914-34.1% |
| Participation rate | 99.6% | 85.5%+14.1pp | 87.5%+12.1pp | 69.8%+29.8pp |
| Annual return | -13.34% | -10.82%-2.5pp | 3.33%-16.7pp | 1.58%-14.9pp |
| Employer contribution / active EE | $2,799 | $4,180-33.0% | $6,166-54.6% | $2,544+10.0% |
| Participant deferral / active EE | $5,308 | $6,641-20.1% | $8,363-36.5% | $4,237+25.3% |
| Admin fee / account holder | $150 | $630-76.2% | $11,616-98.7% | $593-74.7% |