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 NETWORK2+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $19,994 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,715 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $17,840 | $31,370-43.1% | $74,583-76.1% | $63,975-72.1% |
| Participation rate | 10.5% | 42.6%-32.1pp | 68.1%-57.7pp | 71.1%-60.7pp |
| Annual return | 35.39% | -105.16%+140.6pp | 20.47%+14.9pp | 48.65%-13.3pp |
| Employer contribution / active EE | $185 | $822-77.5% | $2,525-92.7% | $2,182-91.5% |
| Participant deferral / active EE | $326 | $1,560-79.1% | $3,458-90.6% | $3,356-90.3% |
| Admin fee / account holder | $93 | $77+21.5% | $4,138-97.7% | $70+32.5% |