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 |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $37,237 |
ORGEL WEALTH MANAGEMENT5+ years Filed as: ORGEL WEALTH MANAGEMENT, LLC Service code 27 2420 RIVERS EDGE DRIVE · ALTOONA, WI 54720 | Advisory (Plan) | $18,119 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $83,750 | $58,927+42.1% | $76,817+9.0% | $72,985+14.8% |
| Participation rate | 90.1% | 67.3%+22.8pp | 72.1%+18.0pp | 69.5%+20.6pp |
| Annual return | 18.33% | 2305.64%-2287.3pp | 1166.11%-1147.8pp | 81.00%-62.7pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,441 | $2,690-9.3% | $3,336-26.8% | $3,607-32.3% |
| Admin fee / account holder | $537 | $4,013-86.6% | $6,420-91.6% | $5,124-89.5% |