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) | $30,264 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,808 |
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 | $57,463 | $30,555+88.1% | $80,716-28.8% | $86,799-33.8% |
| Participation rate | 24.6% | 37.2%-12.6pp | 54.2%-29.6pp | 72.3%-47.7pp |
| Annual return | 14.53% | 30.35%-15.8pp | 87.28%-72.7pp | 97.91%-83.4pp |
| Employer contribution / active EE | $269 | $472-43.0% | $1,160-76.8% | $2,405-88.8% |
| Participant deferral / active EE | $724 | $1,050-31.1% | $2,146-66.3% | $4,131-82.5% |
| Admin fee / account holder | $194 | $135+43.5% | $3,380-94.2% | $170+14.6% |