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 NETWORK4+ years Filed as: COMMONWEALTH FINANCIAL Service code 33 1 UNIVERSITY OFFICE PARK · WALTHAM, MA 02453 | Securities brokerage; Other commissio... | $117,917 |
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 | $147,892 | $62,543+136.5% | $83,333+77.5% | $55,725+165.4% |
| Participation rate | 96.5% | 78.4%+18.1pp | 77.8%+18.7pp | 70.9%+25.6pp |
| Annual return | -4.89% | 14.85%-19.7pp | 10.63%-15.5pp | 244.93%-249.8pp |
| Employer contribution / active EE | $2,274 | $2,427-6.3% | $3,379-32.7% | $2,078+9.4% |
| Participant deferral / active EE | $10,841 | $5,682+90.8% | $5,565+94.8% | $3,356+223.1% |
| Admin fee / account holder | $2 | $103-98.3% | $7,510-100.0% | $115-98.5% |