Filed September 26, 2006
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 Service code 27 29 SAWYER ROAD · WATHAM, MA 024533486 | Advisory (Plan) | $35,298 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,015 | $58,264+78.5% | $86,612+20.1% | $71,457+45.6% |
| Participation rate | 69.5% | 65.0%+4.5pp | 71.7%-2.2pp | 67.9%+1.6pp |
| Annual return | 15.50% | 21.63%-6.1pp | 591.07%-575.6pp | 28.85%-13.3pp |
| Employer contribution / active EE | $5,395 | $2,574+109.6% | $3,022+78.5% | $2,588+108.5% |
| Participant deferral / active EE | $9,330 | $3,436+171.5% | $4,438+110.3% | $4,289+117.5% |
| Admin fee / account holder | $235 | $1,057-77.7% | $5,614-95.8% | $1,587-85.2% |