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 | $54,739 |
COMMERCE BANK1 year Filed as: COMMERCE STREET INVESTMENT MANAGEME Service code 27 · EIN 26-0180443 | Advisory (Plan) | $28,865 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,303 | $122,239-8.1% | $184,203-39.0% | $74,495+50.8% |
| Participation rate | 96.6% | 85.5%+11.1pp | 86.8%+9.8pp | 67.2%+29.4pp |
| Annual return | 16.41% | 19.95%-3.5pp | 28.81%-12.4pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $6,509 | $4,537+43.4% | $6,427+1.3% | $2,623+148.1% |
| Participant deferral / active EE | $9,683 | $7,139+35.6% | $9,131+6.0% | $4,346+122.8% |
| Admin fee / account holder | $360 | $1,260-71.4% | $13,901-97.4% | $1,942-81.4% |