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 NETWORK4+ years Filed as: COMMONWEALTH FINANCIAL GROUP Service code 26 2570 BAIRD ROAD · PENFIELD, NY 14526 | Advisory (Participants) | $103,475 |
Service code 15 · EIN 16-1503696 | Recordkeeping | $26,476 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $72,009 | $37,196+93.6% | $154,107-53.3% | $55,725+29.2% |
| Participation rate | 73.9% | 64.1%+9.8pp | 83.0%-9.2pp | 70.9%+3.0pp |
| Annual return | -3.81% | 1319.68%-1323.5pp | 735.12%-738.9pp | 244.93%-248.7pp |
| Employer contribution / active EE | $1,420 | $1,614-12.0% | $5,298-73.2% | $2,078-31.7% |
| Participant deferral / active EE | $3,803 | $2,068+83.9% | $5,081-25.1% | $3,356+13.3% |
| Admin fee / account holder | $243 | $102+139.1% | $13,411-98.2% | $115+110.9% |