Filed July 9, 2009 (most recent of 2 filings on file)
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 NETWORK6+ years Filed as: COMMONWEALTH Service code 27 · EIN 04-2675571 | Advisory (Plan) | $63,271 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $24,935 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,794 | $56,095-43.3% | $178,490-82.2% | $90,288-64.8% |
| Participation rate | 37.1% | 65.6%-28.4pp | 81.9%-44.8pp | 73.4%-36.2pp |
| Annual return | 21.16% | 28.81%-7.7pp | 151.07%-129.9pp | 53.97%-32.8pp |
| Employer contribution / active EE | $302 | $1,572-80.8% | $5,011-94.0% | $2,524-88.0% |
| Participant deferral / active EE | $1,416 | $2,669-46.9% | $5,202-72.8% | $4,232-66.5% |
| Admin fee / account holder | $105 | $101+4.6% | $13,984-99.2% | $114-7.7% |