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 NETWORK4+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $39,440 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,184 |
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 | $24,301 | $35,485-31.5% | $74,550-67.4% | $55,725-56.4% |
| Participation rate | 74.2% | 62.5%+11.6pp | 69.1%+5.0pp | 70.9%+3.3pp |
| Annual return | -5.40% | 0.72%-6.1pp | 32.53%-37.9pp | 244.93%-250.3pp |
| Employer contribution / active EE | $345 | $777-55.6% | $1,961-82.4% | $2,078-83.4% |
| Participant deferral / active EE | $2,253 | $2,181+3.3% | $3,108-27.5% | $3,356-32.9% |
| Admin fee / account holder | $59 | $114-48.4% | $5,060-98.8% | $115-48.8% |