Filed June 27, 2014
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 NETWORK6+ years Service code 33 · EIN 04-2675571 | Securities brokerage; Other fees | $22,024 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,882 |
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 | $46,695 | $136,307-65.7% | $177,821-73.7% | $73,488-36.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 15.99% | 18.68%-2.7pp | 48.32%-32.3pp | 28.51%-12.5pp |
| Employer contribution / active EE | $3,182 | $3,712-14.3% | $5,918-46.2% | $2,270+40.2% |
| Participant deferral / active EE | $4,976 | $5,829-14.6% | $7,714-35.5% | $3,740+33.1% |
| Admin fee / account holder | $20 | $596-96.6% | $12,427-99.8% | $513-96.1% |