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 LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $11,939 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,853 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,575 |
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 | $46,409 | $55,790-16.8% | $76,817-39.6% | $67,579-31.3% |
| Participation rate | 35.9% | 71.1%-35.2pp | 72.1%-36.2pp | 71.3%-35.4pp |
| Annual return | 21.46% | 64.45%-43.0pp | 1166.11%-1144.6pp | 378.56%-357.1pp |
| Employer contribution / active EE | $324 | $1,810-82.1% | $2,302-85.9% | $2,148-84.9% |
| Participant deferral / active EE | $1,530 | $2,875-46.8% | $3,336-54.1% | $3,539-56.8% |
| Admin fee / account holder | $93 | $159-41.5% | $6,420-98.5% | $142-34.6% |