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 NETWORK7+ years Filed as: COMMONWEALTH FINANCIAL Service code 17 1 UNIVERSITY OFFICE PARK · WALTHAM, MA 02453 | Pension Consulting | $150,925 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,277 | $87,125+179.2% | $108,410+124.4% | $86,799+180.3% |
| Participation rate | 90.9% | 80.5%+10.3pp | 80.1%+10.7pp | 72.3%+18.6pp |
| Annual return | 16.53% | 25.21%-8.7pp | 905.27%-888.7pp | 97.91%-81.4pp |
| Employer contribution / active EE | $2,268 | $2,477-8.4% | $3,558-36.2% | $2,405-5.7% |
| Participant deferral / active EE | $11,310 | $6,944+62.9% | $6,563+72.3% | $4,131+173.8% |
| Admin fee / account holder | $2 | $130-98.8% | $7,295-100.0% | $170-99.0% |