Filed February 17, 2006
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 |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK2+ years Service code 26 · EIN 04-2675571 | Advisory (Participants) | $24,718 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $9,793 |
Form 5500 reported that benefits due were not provided when due.
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 | $72,931 | $52,884+37.9% | $84,750-13.9% | $55,167+32.2% |
| Participation rate | 92.4% | 67.5%+24.9pp | 76.6%+15.8pp | 69.0%+23.4pp |
| Annual return | 6.65% | 18.03%-11.4pp | 22.78%-16.1pp | 169.23%-162.6pp |
| Employer contribution / active EE | $923 | $2,233-58.7% | $3,574-74.2% | $1,963-53.0% |
| Participant deferral / active EE | $3,890 | $2,644+47.1% | $3,712+4.8% | $3,054+27.4% |
| Admin fee / account holder | $69 | $581-88.1% | $5,332-98.7% | $504-86.3% |