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 | $30,586 |
COMMONWEALTH FINANCIAL NETWORK3+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $24,475 |
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 | $49,656 | $89,739-44.7% | $149,718-66.8% | $62,292-20.3% |
| Participation rate | 95.9% | 85.1%+10.8pp | 87.1%+8.8pp | 69.5%+26.4pp |
| Annual return | 16.44% | 21.01%-4.6pp | 1501.63%-1485.2pp | 28.90%-12.5pp |
| Employer contribution / active EE | $4,898 | $3,233+51.5% | $5,445-10.0% | $2,042+139.8% |
| Participant deferral / active EE | $3,939 | $4,797-17.9% | $6,569-40.0% | $3,169+24.3% |
| Admin fee / account holder | $197 | $551-64.3% | $11,283-98.3% | $479-59.0% |