Filed January 8, 2023 (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 |
|---|---|---|
COMMERCE BANK2+ years Filed as: THE COMMERCE TRUST COMPANY Service code 27 · EIN 48-0962626 | Advisory (Plan) | $53,011 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,025 |
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 | $60,166 | $74,024-18.7% | $77,999-22.9% | $57,658+4.3% |
| Participation rate | 99.1% | 79.7%+19.3pp | 75.5%+23.5pp | 70.2%+28.8pp |
| Annual return | 8.64% | 12.14%-3.5pp | 425.96%-417.3pp | 5.13%+3.5pp |
| Employer contribution / active EE | $4,580 | $2,365+93.6% | $2,470+85.4% | $1,974+132.1% |
| Participant deferral / active EE | $4,133 | $3,533+17.0% | $3,497+18.2% | $3,061+35.1% |
| Admin fee / account holder | $92 | $93-1.5% | $5,480-98.3% | $95-2.9% |