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 NETWORK2+ years Filed as: COMMONWEALTH FINANCIAL Service code 33 1 UNIVERSITY OFFICE PARK · WALTHAM, MA 02453 | Other commissions; Securities brokera... | $127,192 |
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 | $145,778 | $70,106+107.9% | $80,975+80.0% | $63,975+127.9% |
| Participation rate | 96.3% | 79.4%+16.9pp | 75.8%+20.5pp | 71.1%+25.2pp |
| Annual return | 9.75% | 13.93%-4.2pp | 17.10%-7.4pp | 48.65%-38.9pp |
| Employer contribution / active EE | $2,080 | $2,042+1.9% | $3,714-44.0% | $2,182-4.7% |
| Participant deferral / active EE | $9,739 | $5,245+85.7% | $5,696+71.0% | $3,356+190.2% |
| Admin fee / account holder | $2 | $57-97.1% | $5,516-100.0% | $70-97.7% |