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 | $76,807 |
Filed as: COMMONWEALTH EQUITY SERVICES Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $43,875 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $245,380 | $52,670+365.9% | $90,404+171.4% | $73,409+234.3% |
| Participation rate | 98.3% | 67.7%+30.7pp | 72.7%+25.6pp | 72.2%+26.2pp |
| Annual return | 18.78% | 20.70%-1.9pp | 1293.02%-1274.2pp | 59.29%-40.5pp |
| Employer contribution / active EE | $7,010 | $1,872+274.5% | $3,262+114.9% | $2,234+213.8% |
| Participant deferral / active EE | $13,478 | $2,807+380.2% | $3,963+240.1% | $3,805+254.2% |
| Admin fee / account holder | $255 | $117+118.0% | $5,611-95.5% | $158+61.3% |