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 MANAGEMENT1 year Filed as: ORGEL WEALTH MANAGEMENT LLC Service code 27 · EIN 46-2793932 | Advisory (Plan) | $39,684 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,134 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROARD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,716 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,070 | $130,194-61.5% | $169,993-70.5% | $71,457-29.9% |
| Participation rate | 99.1% | 86.1%+13.0pp | 87.0%+12.1pp | 67.9%+31.2pp |
| Annual return | 16.36% | 20.37%-4.0pp | 53.37%-37.0pp | 28.85%-12.5pp |
| Employer contribution / active EE | $2,851 | $4,381-34.9% | $6,785-58.0% | $2,588+10.2% |
| Participant deferral / active EE | $5,288 | $6,923-23.6% | $10,408-49.2% | $4,289+23.3% |
| Admin fee / account holder | $165 | $966-82.9% | $12,815-98.7% | $1,587-89.6% |