Filed December 3, 1996
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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50,347 |
Filed as: COMMONWEALTH EQUITY SERVICES INC DB Service code 55 | Other Commissions | $26,848 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $730 |
COMMONWEALTH FINANCIAL NETWORK3+ years Service code 55 29 SAWYER RD · WALTHAM, MA 024533483 | Other Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,560 | $85,766-10.7% | $136,294-43.8% | $70,131+9.2% |
| Participation rate | 83.5% | 74.2%+9.4pp | 81.9%+1.6pp | 69.5%+14.0pp |
| Annual return | 19.14% | 31.45%-12.3pp | 5155.94%-5136.8pp | 73.14%-54.0pp |
| Employer contribution / active EE | $1,051 | $2,966-64.6% | $4,695-77.6% | $2,342-55.1% |
| Participant deferral / active EE | $6,751 | $5,051+33.6% | $6,247+8.1% | $3,332+102.6% |
| Admin fee / account holder | $315 | $5,420-94.2% | $9,243-96.6% | $4,645-93.2% |