Filed March 17, 2016
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 Service code 27 29 SAWYER ROAD · WALTHAM, MA 02453 | Advisory (Plan) | $12,865 |
Service code 13 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Contract Administrator | $6,433 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $820 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,923 | $52,293-48.5% | $178,490-84.9% | $73,409-63.3% |
| Participation rate | 17.2% | 65.3%-48.2pp | 81.9%-64.7pp | 72.2%-55.0pp |
| Annual return | 12.69% | 34.75%-22.1pp | 151.07%-138.4pp | 59.29%-46.6pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $565 | $2,332-75.8% | $5,202-89.1% | $3,805-85.2% |
| Admin fee / account holder | $136 | $127+6.9% | $13,984-99.0% | $158-13.8% |