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 NETWORK5+ years Filed as: COMMONWEALTH FINANCIAL Service code 33 1 UNIVERSITY OFFICE PARK · WALTHAM, MA 02453 | Securities brokerage; Other commissio... | $113,351 |
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 | $182,284 | $69,231+163.3% | $91,989+98.2% | $67,579+169.7% |
| Participation rate | 95.9% | 78.9%+17.0pp | 78.6%+17.2pp | 71.3%+24.6pp |
| Annual return | 24.29% | 32.03%-7.7pp | 69.02%-44.7pp | 378.56%-354.3pp |
| Employer contribution / active EE | $2,294 | $2,284+0.4% | $3,452-33.6% | $2,148+6.8% |
| Participant deferral / active EE | $10,949 | $5,854+87.0% | $5,923+84.8% | $3,539+209.3% |
| Admin fee / account holder | $2 | $107-97.9% | $7,743-100.0% | $142-98.4% |