Filed September 26, 2003
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) | $18,942 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $930 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $54,309 | $23,224+133.8% | $71,086-23.6% | $55,725-2.5% |
| Participation rate | 22.4% | 37.9%-15.4pp | 54.7%-32.2pp | 70.9%-48.4pp |
| Annual return | -7.48% | -2.87%-4.6pp | 650.59%-658.1pp | 244.93%-252.4pp |
| Employer contribution / active EE | $157 | $436-64.1% | $1,088-85.6% | $2,078-92.5% |
| Participant deferral / active EE | $857 | $929-7.7% | $1,874-54.3% | $3,356-74.5% |
| Admin fee / account holder | $214 | $118+81.2% | $3,082-93.1% | $115+85.5% |