Filed August 21, 2017
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: CWM RETIREMENT PLAN SERVICES, LLC Service code 13 · EIN 27-2594403 11 FOSTER ST · WORCESTER, MA 01608 | Contract Administrator | $57,520 |
LPL FINANCIAL3 years Service code 27 · EIN 95-2834239 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $39,217 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,618 |
Filed as: ADVISED ASSETS GROUP Service code 28 · EIN 84-0532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,861 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,712 | $79,519-52.6% | $95,952-60.7% | $73,409-48.6% |
| Participation rate | 72.5% | 81.2%-8.7pp | 77.1%-4.6pp | 72.2%+0.3pp |
| Annual return | -2.05% | 19.20%-21.2pp | 91.61%-93.7pp | 59.29%-61.3pp |
| Employer contribution / active EE | $3,012 | $2,048+47.1% | $2,541+18.5% | $2,234+34.8% |
| Participant deferral / active EE | $6,265 | $4,138+51.4% | $4,167+50.3% | $3,805+64.6% |
| Admin fee / account holder | $258 | $184+40.2% | $6,795-96.2% | $158+63.7% |