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 NETWORK5+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $26,623 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$168 |
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 | $55,104 | $88,122-37.5% | $141,162-61.0% | $67,579-18.5% |
| Participation rate | 95.9% | 76.5%+19.5pp | 82.5%+13.5pp | 71.3%+24.7pp |
| Annual return | 37.65% | 75.40%-37.8pp | 71.39%-33.7pp | 378.56%-340.9pp |
| Employer contribution / active EE | $2,310 | $3,224-28.3% | $4,735-51.2% | $2,148+7.6% |
| Participant deferral / active EE | $5,951 | $5,958-0.1% | $6,709-11.3% | $3,539+68.1% |
| Admin fee / account holder | $91 | $131-30.2% | $10,261-99.1% | $142-35.8% |