Filed November 6, 2024
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 NETWORK2+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $25,277 |
HOMES LOWRY HORN & JOHNSON LTD2+ years Filed as: HOMES,LOWRY,HORN & Service code 16 · EIN 54-0975470 | Consulting | $13,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,825 |
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 | $53,897 | $75,183-28.3% | $123,892-56.5% | $55,167-2.3% |
| Participation rate | 94.9% | 72.8%+22.1pp | 81.4%+13.5pp | 69.0%+25.9pp |
| Annual return | 8.08% | 19.01%-10.9pp | 47.52%-39.4pp | 169.23%-161.1pp |
| Employer contribution / active EE | $2,877 | $2,823+1.9% | $4,617-37.7% | $1,963+46.6% |
| Participant deferral / active EE | $6,839 | $5,084+34.5% | $5,984+14.3% | $3,054+123.9% |
| Admin fee / account holder | $294 | $663-55.6% | $8,357-96.5% | $504-41.6% |