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 | $48,784 |
Filed as: COMMERCE STREET INVESTMENT ADVISORS Service code 27 · EIN 26-0180443 | Advisory (Plan) | $17,143 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,305 | $102,553-30.5% | $151,611-53.0% | $66,914+6.6% |
| Participation rate | 97.5% | 85.5%+12.0pp | 87.5%+10.0pp | 69.8%+27.7pp |
| Annual return | -28.99% | -10.82%-18.2pp | 3.33%-32.3pp | 1.58%-30.6pp |
| Employer contribution / active EE | $5,198 | $4,180+24.3% | $6,166-15.7% | $2,544+104.3% |
| Participant deferral / active EE | $7,424 | $6,641+11.8% | $8,363-11.2% | $4,237+75.2% |
| Admin fee / account holder | $236 | $630-62.5% | $11,616-98.0% | $593-60.2% |