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 NETWORK6+ years Filed as: COMMONWEALTH FINANCIAL Service code 17 1 UNIVERSITY OFFICE PARK · WALTHAM, MA 02453 | Pension Consulting | $145,130 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,605 | $78,781+191.4% | $100,516+128.4% | $73,409+212.8% |
| Participation rate | 96.4% | 80.0%+16.4pp | 79.4%+17.0pp | 72.2%+24.2pp |
| Annual return | 22.10% | 31.69%-9.6pp | 30.89%-8.8pp | 59.29%-37.2pp |
| Employer contribution / active EE | $2,554 | $2,420+5.5% | $3,418-25.3% | $2,234+14.3% |
| Participant deferral / active EE | $12,434 | $6,537+90.2% | $6,270+98.3% | $3,805+226.7% |
| Admin fee / account holder | $1 | $145-99.4% | $8,081-100.0% | $158-99.5% |