Filed March 26, 2024 (most recent of 2 filings on file)
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 Service code 55 · EIN 04-2675571 | Other Commissions | $164,567 |
Filed as: FIDELITY INVESTMENTS INST. OPS. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $50,674 |
Service code 27 700 DISTRICT AVE · BURLINGTON, MA 01803 | Advisory (Plan) | $26,777 |
Service code 60 | Sub-TA Fees | $0 |
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 | $112,689 | $96,458+16.8% | $136,294-17.3% | $77,958+44.6% |
| Participation rate | 96.1% | 75.4%+20.7pp | 81.9%+14.2pp | 71.6%+24.4pp |
| Annual return | 21.95% | 23.78%-1.8pp | 5155.94%-5134.0pp | 20.87%+1.1pp |
| Employer contribution / active EE | $2,680 | $3,144-14.8% | $4,695-42.9% | $2,310+16.0% |
| Participant deferral / active EE | $8,555 | $5,902+44.9% | $6,247+36.9% | $3,537+141.9% |
| Admin fee / account holder | $72 | $80-9.9% | $9,243-99.2% | $97-25.6% |