Filed November 18, 2008 (most recent of 4 filings on file)
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 15 · EIN 84-0467907 | Recordkeeping | $71,849 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $40,250 |
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 | $199,423 | $43,999+353.2% | $79,464+151.0% | $55,725+257.9% |
| Participation rate | 97.0% | 66.9%+30.1pp | 73.3%+23.7pp | 70.9%+26.2pp |
| Annual return | -1.88% | 1.81%-3.7pp | 718.14%-720.0pp | 244.93%-246.8pp |
| Employer contribution / active EE | $6,413 | $1,830+250.5% | $2,800+129.0% | $2,078+208.6% |
| Participant deferral / active EE | $11,813 | $2,538+365.4% | $3,704+218.9% | $3,356+252.0% |
| Admin fee / account holder | $266 | $118+126.6% | $5,113-94.8% | $115+131.2% |