Filed June 22, 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $25,232 |
COMMONWEALTH FINANCIAL NETWORK2+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $24,868 |
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 | $42,935 | $74,089-42.0% | $133,980-68.0% | $55,167-22.2% |
| Participation rate | 97.8% | 84.3%+13.5pp | 87.1%+10.7pp | 69.0%+28.8pp |
| Annual return | 13.15% | 12.11%+1.0pp | 29.30%-16.1pp | 169.23%-156.1pp |
| Employer contribution / active EE | $5,166 | $3,064+68.6% | $5,211-0.9% | $1,963+163.2% |
| Participant deferral / active EE | $3,695 | $4,678-21.0% | $6,282-41.2% | $3,054+21.0% |
| Admin fee / account holder | $186 | $458-59.5% | $9,324-98.0% | $504-63.2% |