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) | $29,531 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,237 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,777 | $66,528-19.2% | $86,874-38.1% | $86,799-38.0% |
| Participation rate | 36.6% | 72.4%-35.8pp | 71.6%-35.1pp | 72.3%-35.7pp |
| Annual return | 13.34% | 19.56%-6.2pp | 63.52%-50.2pp | 97.91%-84.6pp |
| Employer contribution / active EE | $342 | $2,007-82.9% | $2,495-86.3% | $2,405-85.8% |
| Participant deferral / active EE | $1,530 | $3,240-52.8% | $3,699-58.6% | $4,131-63.0% |
| Admin fee / account holder | $160 | $148+8.2% | $5,828-97.3% | $170-5.5% |