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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $99,146 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $47,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $269,629 | $58,290+362.6% | $98,442+173.9% | $86,799+210.6% |
| Participation rate | 99.7% | 68.3%+31.3pp | 73.3%+26.3pp | 72.3%+27.4pp |
| Annual return | 15.40% | 43.48%-28.1pp | 1492.73%-1477.3pp | 97.91%-82.5pp |
| Employer contribution / active EE | $8,778 | $2,008+337.2% | $2,960+196.6% | $2,405+264.9% |
| Participant deferral / active EE | $12,705 | $3,152+303.0% | $4,276+197.1% | $4,131+207.6% |
| Admin fee / account holder | $292 | $138+111.8% | $5,949-95.1% | $170+72.1% |