Filed October 15, 1993
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 INC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $19,943 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,988 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,858 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,642 | $53,925-22.8% | $75,670-45.0% | $69,631-40.2% |
| Participation rate | 39.5% | 71.2%-31.7pp | 72.3%-32.8pp | 70.7%-31.2pp |
| Annual return | 18.31% | 17.84%+0.5pp | 27.34%-9.0pp | 27571.02%-27552.7pp |
| Employer contribution / active EE | $354 | $1,802-80.4% | $2,352-85.0% | $2,032-82.6% |
| Participant deferral / active EE | $1,625 | $2,569-36.7% | $3,142-48.3% | $3,224-49.6% |
| Admin fee / account holder | $106 | $97+9.0% | $5,800-98.2% | $110-4.1% |