Filed November 8, 2013
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 |
|---|---|---|
SUMMIT FINANCIAL CORPORATION5+ years Service code 13 · EIN 04-3222046 700 DISTRICT AVENUE · BURLINGTON, MA 01803 | Contract Administrator | $28,889 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,865 |
COMMONWEALTH FINANCIAL NETWORK5+ years Service code 27 · EIN 04-2675571 ONE UNIVERSITY PLACE · WALTHAM, MA 02453 | Advisory (Plan) | $9,630 |
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 | $80,924 | $51,620+56.8% | $90,281-10.4% | $65,185+24.1% |
| Participation rate | 95.5% | 68.6%+26.8pp | 73.3%+22.2pp | 70.2%+25.3pp |
| Annual return | 23.36% | 24.94%-1.6pp | 78.10%-54.7pp | 29.38%-6.0pp |
| Employer contribution / active EE | $3,307 | $2,235+48.0% | $2,854+15.9% | $2,177+51.9% |
| Participant deferral / active EE | $7,874 | $2,871+174.3% | $3,885+102.7% | $3,514+124.1% |
| Admin fee / account holder | $235 | $384-38.8% | $5,351-95.6% | $847-72.2% |