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 NETWORK3+ years Filed as: COMMONWEALTH FINANCIAL Service code 33 1 UNIVERSITY OFFICE PARK · WALTHAM, MA 02453 | Other fees; Other commissions; Securi... | $129,336 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $167,768 | $65,592+155.8% | $90,160+86.1% | $69,631+140.9% |
| Participation rate | 96.1% | 77.6%+18.5pp | 76.9%+19.2pp | 70.7%+25.4pp |
| Annual return | 21.05% | 57.10%-36.1pp | 34.88%-13.8pp | 27571.02%-27550.0pp |
| Employer contribution / active EE | $2,196 | $2,193+0.1% | $3,318-33.8% | $2,032+8.1% |
| Participant deferral / active EE | $11,838 | $5,257+125.2% | $5,288+123.9% | $3,224+267.2% |
| Admin fee / account holder | $2 | $86-97.6% | $5,943-100.0% | $110-98.1% |