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 NETWORK5+ years Service code 33 · EIN 04-2675571 | Other fees; Securities brokerage | $30,123 |
MCSOLEY MCCOY & CO1 year Service code 10 · EIN 03-0327374 | Accounting | $6,450 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,680 |
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 | $156,162 | $109,359+42.8% | $162,163-3.7% | $72,985+114.0% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 18.89% | 25.46%-6.6pp | 115.59%-96.7pp | 81.00%-62.1pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $9,175 | $5,481+67.4% | $7,298+25.7% | $3,607+154.3% |
| Admin fee / account holder | $57 | $7,972-99.3% | $10,843-99.5% | $5,124-98.9% |