Filed March 12, 2014
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 NETWORK2+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $30,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $225 |
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 | $122,814 | $74,089+65.8% | $133,980-8.3% | $55,167+122.6% |
| Participation rate | 98.7% | 84.3%+14.4pp | 87.1%+11.6pp | 69.0%+29.7pp |
| Annual return | 6.76% | 12.11%-5.4pp | 29.30%-22.5pp | 169.23%-162.5pp |
| Employer contribution / active EE | $8,198 | $3,064+167.6% | $5,211+57.3% | $1,963+317.7% |
| Participant deferral / active EE | $6,995 | $4,678+49.5% | $6,282+11.4% | $3,054+129.0% |
| Admin fee / account holder | $158 | $458-65.6% | $9,324-98.3% | $504-68.7% |