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) | $32,368 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $915 |
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 | $59,155 | $26,114+126.5% | $58,482+1.2% | $74,419-20.5% |
| Participation rate | 23.8% | 32.1%-8.3pp | 50.9%-27.1pp | 70.7%-47.0pp |
| Annual return | 16.87% | 32.51%-15.6pp | 4239.32%-4222.5pp | 34.38%-17.5pp |
| Employer contribution / active EE | $381 | $536-28.9% | $1,053-63.8% | $2,637-85.6% |
| Participant deferral / active EE | $1,092 | $1,075+1.7% | $1,924-43.2% | $4,528-75.9% |
| Admin fee / account holder | $195 | $649-70.0% | $2,516-92.3% | $348-44.0% |