Filed April 9, 2018
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK8+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $116,941 |
Service code 37 · EIN 04-2647786 | Loan Processing | $77,230 |
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 | $89,686 | $95,274-5.9% | $135,903-34.0% | $74,419+20.5% |
| Participation rate | 96.2% | 78.2%+18.0pp | 81.9%+14.3pp | 70.7%+25.5pp |
| Annual return | 24.25% | 32.77%-8.5pp | 68.23%-44.0pp | 34.38%-10.1pp |
| Employer contribution / active EE | $5,077 | $3,874+31.1% | $4,856+4.6% | $2,637+92.5% |
| Participant deferral / active EE | $9,856 | $7,782+26.7% | $7,758+27.0% | $4,528+117.7% |
| Admin fee / account holder | $206 | $266-22.6% | $10,762-98.1% | $348-40.8% |