See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $44,938 |
COMMONWEALTH FINANCIAL NETWORK2+ years Filed as: COMMONWEALTH EQUITY SERVICES, LLP Service code 27 · EIN 01-0110890 | Advisory (Plan) | $23,753 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participant contribution per participant 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 | $32,224 | $74,024-56.5% | $77,999-58.7% | $57,658-44.1% |
| Participation rate | 72.3% | 79.7%-7.5pp | 75.5%-3.3pp | 70.2%+2.0pp |
| Annual return | 8.63% | 12.14%-3.5pp | 425.96%-417.3pp | 5.13%+3.5pp |
| Employer contribution / active EE | $0 | $2,365-100.0% | $2,470-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,282 | $3,533-63.7% | $3,497-63.3% | $3,061-58.1% |
| Admin fee / account holder | $245 | $93+163.2% | $5,480-95.5% | $95+159.5% |