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 | $116,922 |
COMMONWEALTH FINANCIAL NETWORK2+ years Service code 26 · EIN 04-2675571 | Advisory (Participants) | $51,395 |
PLAN PARTNERS LLC1 year Filed as: PLAN PARTNERS, LLC Service code 26 · EIN 46-3268841 | Advisory (Participants) | $29,570 |
Filed as: PLAN PARNTERS LLC Service code 26 · EIN 46-3268841 | Advisory (Participants) | $9,155 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $56,946 | $36,916+54.3% | $156,549-63.6% | $57,658-1.2% |
| Participation rate | 99.0% | 63.4%+35.6pp | 84.0%+15.0pp | 70.2%+28.8pp |
| Annual return | 7.04% | 12.38%-5.3pp | 32.23%-25.2pp | 5.13%+1.9pp |
| Employer contribution / active EE | $2,079 | $1,571+32.4% | $5,501-62.2% | $1,974+5.3% |
| Participant deferral / active EE | $3,391 | $1,926+76.1% | $4,871-30.4% | $3,061+10.8% |
| Admin fee / account holder | $357 | $82+333.2% | $13,027-97.3% | $95+278.0% |