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 | $73,501 |
Filed as: COMMONWEALTH EQUITY SERVICES 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 | $226,545 | $54,237+317.7% | $90,281+150.9% | $67,579+235.2% |
| Participation rate | 94.7% | 68.6%+26.0pp | 73.3%+21.4pp | 71.3%+23.4pp |
| Annual return | 24.72% | 37.27%-12.6pp | 78.10%-53.4pp | 378.56%-353.8pp |
| Employer contribution / active EE | $6,449 | $1,846+249.4% | $2,854+125.9% | $2,148+200.3% |
| Participant deferral / active EE | $12,253 | $2,625+366.8% | $3,885+215.4% | $3,539+246.2% |
| Admin fee / account holder | $255 | $123+106.7% | $5,351-95.2% | $142+79.2% |