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 Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $37,052 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY 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 | $57,722 | $29,548+95.3% | $56,411+2.3% | $77,643-25.7% |
| Participation rate | 23.3% | 32.7%-9.4pp | 52.5%-29.2pp | 70.6%-47.3pp |
| Annual return | 11.74% | 19.01%-7.3pp | 1701.33%-1689.6pp | 31.24%-19.5pp |
| Employer contribution / active EE | $370 | $568-34.8% | $1,039-64.4% | $2,726-86.4% |
| Participant deferral / active EE | $972 | $1,061-8.4% | $1,952-50.2% | $4,647-79.1% |
| Admin fee / account holder | $193 | $1,046-81.6% | $2,829-93.2% | $430-55.2% |