Filed June 24, 2015 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $39,935 |
Filed as: COMMERCE STREET INVESTMENT ADVISORS Service code 27 · EIN 26-0180443 | Advisory (Plan) | $17,455 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,600 | $121,341-0.6% | $189,513-36.4% | $79,386+51.9% |
| Participation rate | 96.7% | 86.1%+10.6pp | 87.8%+8.9pp | 70.7%+26.0pp |
| Annual return | 30.93% | 21.08%+9.8pp | 555.15%-524.2pp | 116.85%-85.9pp |
| Employer contribution / active EE | $4,914 | $3,915+25.5% | $6,162-20.2% | $2,427+102.4% |
| Participant deferral / active EE | $6,889 | $6,395+7.7% | $8,221-16.2% | $4,046+70.3% |
| Admin fee / account holder | $210 | $651-67.7% | $12,045-98.3% | $626-66.5% |