Filed July 28, 2010
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 52 · EIN 04-1590850 | Indirect Investment Fees | $128,664 |
COMMONWEALTH FINANCIAL NETWORK1+ years Service code 26 · EIN 04-2675571 | Advisory (Participants) | $52,449 |
JONATHAN G. FURLOW, CPA1+ years Filed as: JONATHAN BROADBENT Service code 26 · EIN 46-3268841 | Advisory (Participants) | $22,278 |
PLAN DESIGN CONSULTANTS, INC.1+ years Filed as: PLAN PARNTERS, LLC Service code 26 · EIN 46-3268841 | Advisory (Participants) | $11,358 |
PLAN PARTNERS LLC1+ years Service code 26 · EIN 46-3268841 | Advisory (Participants) | $9,470 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $53,327 | $37,117+43.7% | $147,614-63.9% | $55,191-3.4% |
| Participation rate | 95.8% | 63.6%+32.2pp | 84.6%+11.2pp | 69.2%+26.6pp |
| Annual return | -3.31% | 3.44%-6.8pp | 61.98%-65.3pp | 10.78%-14.1pp |
| Employer contribution / active EE | $1,964 | $1,620+21.2% | $5,564-64.7% | $1,899+3.4% |
| Participant deferral / active EE | $3,211 | $1,985+61.7% | $4,895-34.4% | $3,046+5.4% |
| Admin fee / account holder | $398 | $86+364.7% | $11,611-96.6% | $91+338.0% |