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 CORPORATION6+ years Service code 13 · EIN 04-3222046 700 DISTRICT AVENUE · BURLINGTON, MA 01803 | Contract Administrator | $31,966 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,780 |
COMMONWEALTH FINANCIAL NETWORK6+ years Service code 27 · EIN 04-2675571 ONE UNIVERSITY PLACE · WALTHAM, MA 02453 | Advisory (Plan) | $10,656 |
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 | $94,299 | $66,124+42.6% | $90,404+4.3% | $73,488+28.3% |
| Participation rate | 98.7% | 69.7%+29.0pp | 72.7%+26.0pp | 70.7%+28.0pp |
| Annual return | 15.22% | 17.65%-2.4pp | 1293.02%-1277.8pp | 28.51%-13.3pp |
| Employer contribution / active EE | $3,820 | $2,346+62.8% | $3,262+17.1% | $2,270+68.3% |
| Participant deferral / active EE | $9,118 | $3,039+200.0% | $3,963+130.1% | $3,740+143.8% |
| Admin fee / account holder | $268 | $396-32.3% | $5,611-95.2% | $513-47.7% |