Filed November 26, 2008 (most recent of 2 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 |
|---|---|---|
Service code 15 · EIN 01-0233346 200 BERKELEY STREET · BOSTON, MA 02116 | Recordkeeping | $96,062 |
Filed as: COMMONWEALTH EQUITY SERVICES, INC Service code 15 · EIN 04-2675571 29 SAWYER RD · WALTHAM, MA 02453 | Recordkeeping | $64,577 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $280,047 | $91,407+206.4% | $135,903+106.1% | $71,457+291.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 12.31% | 29.90%-17.6pp | 68.23%-55.9pp | 28.85%-16.5pp |
| Employer contribution / active EE | $19,959 | $3,703+438.9% | $4,856+311.0% | $2,588+671.3% |
| Participant deferral / active EE | $10,389 | $7,092+46.5% | $7,758+33.9% | $4,289+142.2% |
| Admin fee / account holder | $488 | $1,266-61.4% | $10,762-95.5% | $1,587-69.3% |