Filed February 17, 2006
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 |
|---|---|---|
Service code 49 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 011110001 | Other Services | $7,557 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $6,819 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $688 |
COMMONWEALTH FINANCIAL NETWORK4+ years Service code 26 · EIN 04-2675571 29 SAWYER ROAD · WALTHAM, MA 024533483 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $57,758 | $55,449+4.2% | $83,848-31.1% | $56,287+2.6% |
| Participation rate | 95.8% | 68.0%+27.8pp | 76.1%+19.7pp | 69.9%+25.9pp |
| Annual return | -3.63% | -1.38%-2.2pp | 850.88%-854.5pp | -9.96%+6.3pp |
| Employer contribution / active EE | $1,164 | $2,430-52.1% | $3,631-67.9% | $2,111-44.9% |
| Participant deferral / active EE | $4,688 | $2,935+59.7% | $4,082+14.9% | $3,350+40.0% |
| Admin fee / account holder | $88 | $656-86.5% | $5,478-98.4% | $521-83.1% |