Filed March 11, 2016
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 NETWORK3+ years Filed as: COMMONWEALTH FINANCIAL GROUP Service code 26 2570 BAIRD ROAD · PENFIELD, NY 14526 | Advisory (Participants) | $95,135 |
Service code 15 · EIN 16-1503696 | Recordkeeping | $20,986 |
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 | $76,986 | $46,173+66.7% | $170,442-54.8% | $69,631+10.6% |
| Participation rate | 72.1% | 63.9%+8.2pp | 83.6%-11.5pp | 70.7%+1.4pp |
| Annual return | 15.57% | 21.62%-6.1pp | 205.93%-190.4pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $1,441 | $1,610-10.5% | $5,433-73.5% | $2,032-29.1% |
| Participant deferral / active EE | $3,755 | $2,080+80.5% | $4,939-24.0% | $3,224+16.5% |
| Admin fee / account holder | $220 | $116+90.0% | $13,880-98.4% | $110+99.5% |