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 | $44,702 |
Filed as: COMMERCE STREET INVESTMENT ADVISORS Service code 27 · EIN 26-0180443 | Advisory (Plan) | $21,852 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,583 | $130,194-30.4% | $169,993-46.7% | $71,457+26.8% |
| Participation rate | 98.4% | 86.1%+12.3pp | 87.0%+11.4pp | 67.9%+30.5pp |
| Annual return | 22.64% | 20.37%+2.3pp | 53.37%-30.7pp | 28.85%-6.2pp |
| Employer contribution / active EE | $5,954 | $4,381+35.9% | $6,785-12.2% | $2,588+130.1% |
| Participant deferral / active EE | $8,498 | $6,923+22.7% | $10,408-18.4% | $4,289+98.1% |
| Admin fee / account holder | $243 | $966-74.8% | $12,815-98.1% | $1,587-84.7% |