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 NETWORK2+ years Filed as: COMMONWEALTH Service code 33 | Securities brokerage; Other fees | $13,324 |
NATIONWIDE2+ years Service code 15 · EIN 31-1592130 | Recordkeeping | $7,648 |
SUMMIT FINANCIAL CORPORATION2+ years Service code 13 · EIN 04-3222046 | Contract Administrator | $7,469 |
Service code 33 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Securities brokerage; Other fees | $7,391 |
COMMONWEALTH FINANCIAL NETWORK2+ 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 | $77,159 | $57,976+33.1% | $62,995+22.5% | $62,292+23.9% |
| Participation rate | 94.8% | 75.9%+18.9pp | 74.8%+20.0pp | 69.5%+25.3pp |
| Annual return | 12.13% | 17.54%-5.4pp | 87.57%-75.4pp | 28.90%-16.8pp |
| Employer contribution / active EE | $4,394 | $2,415+82.0% | $2,759+59.3% | $2,042+115.2% |
| Participant deferral / active EE | $5,558 | $2,956+88.0% | $3,329+66.9% | $3,169+75.4% |
| Admin fee / account holder | $30 | $276-89.3% | $3,600-99.2% | $479-93.8% |