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.
See the 10-year trajectory with Solo.
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 NETWORK9+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $146,066 |
Service code 37 · EIN 04-2647786 | Loan Processing | $93,761 |
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 | $106,166 | $106,028+0.1% | $146,958-27.8% | $77,643+36.7% |
| Participation rate | 82.6% | 78.4%+4.2pp | 82.2%+0.4pp | 70.6%+12.0pp |
| Annual return | 18.29% | 56.73%-38.4pp | 418.34%-400.0pp | 31.24%-13.0pp |
| Employer contribution / active EE | $4,961 | $4,063+22.1% | $4,933+0.6% | $2,726+82.0% |
| Participant deferral / active EE | $9,675 | $7,990+21.1% | $8,070+19.9% | $4,647+108.2% |
| Admin fee / account holder | $251 | $337-25.5% | $12,998-98.1% | $430-41.6% |