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 |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $19,856 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,030 |
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 | $61,025 | $69,362-12.0% | $101,248-39.7% | $73,488-17.0% |
| Participation rate | 98.5% | 68.4%+30.1pp | 75.8%+22.7pp | 70.7%+27.8pp |
| Annual return | 19.74% | 18.46%+1.3pp | 46.47%-26.7pp | 28.51%-8.8pp |
| Employer contribution / active EE | $2,198 | $2,628-16.4% | $3,660-39.9% | $2,270-3.2% |
| Participant deferral / active EE | $5,368 | $3,300+62.7% | $4,370+22.8% | $3,740+43.5% |
| Admin fee / account holder | $144 | $704-79.5% | $5,945-97.6% | $513-71.9% |