Filed January 1, 2012
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 3-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 |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK2+ years Filed as: COMMONWEALTH FINANCIAL NETWORK, INC Service code 27 · EIN 04-2675571 | Advisory (Plan) | $116,085 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $76,102 |
BKD, LLP1 year Filed as: BKD CPA & ADVISORS Service code 10 · EIN 44-0160260 | Accounting | $7,800 |
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 | $43,257 | $47,456-8.8% | $172,739-75.0% | $77,787-44.4% |
| Participation rate | 96.6% | 66.3%+30.3pp | 82.6%+13.9pp | 73.2%+23.4pp |
| Annual return | 18.80% | 35.57%-16.8pp | 802.84%-784.0pp | 32.57%-13.8pp |
| Employer contribution / active EE | $2,284 | $1,574+45.1% | $5,143-55.6% | $2,504-8.8% |
| Participant deferral / active EE | $2,286 | $2,560-10.7% | $5,198-56.0% | $3,967-42.4% |
| Admin fee / account holder | $216 | $81+166.6% | $13,954-98.5% | $100+115.4% |