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) | $22,908 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,079 | $29,369+70.5% | $77,482-35.4% | $73,409-31.8% |
| Participation rate | 29.2% | 37.9%-8.7pp | 54.2%-25.0pp | 72.2%-43.0pp |
| Annual return | 15.19% | 358.15%-343.0pp | 54.79%-39.6pp | 59.29%-44.1pp |
| Employer contribution / active EE | $306 | $406-24.5% | $986-68.9% | $2,234-86.3% |
| Participant deferral / active EE | $807 | $941-14.2% | $1,861-56.6% | $3,805-78.8% |
| Admin fee / account holder | $143 | $123+16.7% | $2,858-95.0% | $158-9.3% |