Filed June 11, 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 |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK1+ years Filed as: COMMONWEALTH Service code 33 | Securities brokerage; Other fees | $16,104 |
SUMMIT FINANCIAL CORPORATION1+ years Service code 13 · EIN 04-3222046 | Contract Administrator | $8,699 |
NATIONWIDE1+ years Service code 15 · EIN 31-1592130 | Recordkeeping | $5,657 |
COMMONWEALTH FINANCIAL NETWORK1+ years Service code 33 · EIN 04-2675571 | Other fees; Securities brokerage | $0 |
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 | $66,945 | $52,467+27.6% | $57,179+17.1% | $55,167+21.3% |
| Participation rate | 78.9% | 75.8%+3.1pp | 75.3%+3.6pp | 69.0%+10.0pp |
| Annual return | 2.26% | 7.72%-5.5pp | 14.59%-12.3pp | 169.23%-167.0pp |
| Employer contribution / active EE | $3,893 | $2,477+57.2% | $2,682+45.2% | $1,963+98.4% |
| Participant deferral / active EE | $4,593 | $2,830+62.3% | $3,096+48.3% | $3,054+50.4% |
| Admin fee / account holder | $25 | $269-90.8% | $3,139-99.2% | $504-95.1% |