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) | $20,399 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $46,055 | $25,302+82.0% | $74,701-38.3% | $67,579-31.8% |
| Participation rate | 21.7% | 37.8%-16.1pp | 54.5%-32.7pp | 71.3%-49.5pp |
| Annual return | 25.53% | 10291.17%-10265.6pp | 752.92%-727.4pp | 378.56%-353.0pp |
| Employer contribution / active EE | $254 | $446-43.1% | $1,084-76.6% | $2,148-88.2% |
| Participant deferral / active EE | $655 | $954-31.3% | $1,964-66.6% | $3,539-81.5% |
| Admin fee / account holder | $154 | $108+43.2% | $3,333-95.4% | $142+8.3% |