Filed July 21, 2006
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 |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK1+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $15,147 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,523 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,737 | $30,979-49.2% | $67,711-76.8% | $59,188-73.4% |
| Participation rate | 9.4% | 40.5%-31.1pp | 67.5%-58.1pp | 69.4%-60.0pp |
| Annual return | 6.03% | -1.74%+7.8pp | 25.41%-19.4pp | 5.51%+0.5pp |
| Employer contribution / active EE | $194 | $807-76.0% | $2,559-92.4% | $2,098-90.8% |
| Participant deferral / active EE | $328 | $1,603-79.6% | $3,585-90.9% | $3,265-90.0% |
| Admin fee / account holder | $84 | $81+3.7% | $4,255-98.0% | $92-8.9% |