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 |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK1+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $24,010 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,025 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $40,342 | $70,002-42.4% | $115,037-64.9% | $52,331-22.9% |
| Participation rate | 86.0% | 72.1%+13.9pp | 81.4%+4.6pp | 68.1%+17.9pp |
| Annual return | 0.48% | 4.04%-3.6pp | 26.14%-25.7pp | 4.54%-4.1pp |
| Employer contribution / active EE | $3,476 | $2,715+28.0% | $4,608-24.6% | $1,882+84.7% |
| Participant deferral / active EE | $5,986 | $4,920+21.7% | $6,026-0.7% | $3,022+98.1% |
| Admin fee / account holder | $118 | $566-79.2% | $8,175-98.6% | $592-80.1% |