Filed June 15, 2011 (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 |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $90,309 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,199 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,726 | $60,323+108.4% | $81,812+53.7% | $74,495+68.8% |
| Participation rate | 98.3% | 62.9%+35.4pp | 72.3%+25.9pp | 67.2%+31.1pp |
| Annual return | 13.87% | 16.90%-3.0pp | 773.79%-759.9pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $12,370 | $2,620+372.1% | $2,912+324.7% | $2,623+371.6% |
| Participant deferral / active EE | $8,809 | $3,387+160.0% | $4,319+104.0% | $4,346+102.7% |
| Admin fee / account holder | $290 | $1,486-80.5% | $7,386-96.1% | $1,942-85.1% |