Filed May 16, 2006 (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 NETWORK1+ years Filed as: COMMONWEALTH FINANCIAL Service code 33 1 UNIVERSITY OFFICE PARK · WALTHAM, MA 02453 | Other fees; Securities brokerage; Oth... | $146,765 |
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 | $133,179 | $68,092+95.6% | $73,307+81.7% | $59,188+125.0% |
| Participation rate | 93.2% | 78.1%+15.1pp | 74.9%+18.3pp | 69.4%+23.8pp |
| Annual return | 2.00% | 5.93%-3.9pp | 5.67%-3.7pp | 5.51%-3.5pp |
| Employer contribution / active EE | $4,101 | $2,018+103.2% | $3,237+26.7% | $2,098+95.5% |
| Participant deferral / active EE | $9,035 | $5,041+79.2% | $4,991+81.0% | $3,265+176.7% |
| Admin fee / account holder | $2 | $630-99.6% | $5,637-100.0% | $92-97.4% |