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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
COMMERCE BANK3+ years Service code 26 · EIN 43-1795601 8000 FORSYTH BOULEVARD · CLAYTON, MO 631051797 | Advisory (Participants) | $35,403 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP Service code 24 · EIN 27-2037969 7015 COLLEGE BOULEVARD · OVERLAND PARK, KS 66211 | Discretionary Trustee | $24,491 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,389 | $64,909-47.0% | $82,313-58.2% | $62,292-44.8% |
| Participation rate | 96.0% | 74.9%+21.1pp | 76.9%+19.1pp | 69.5%+26.5pp |
| Annual return | 11.99% | 21.18%-9.2pp | 25.88%-13.9pp | 28.90%-16.9pp |
| Employer contribution / active EE | $1,611 | $1,676-3.9% | $2,428-33.7% | $2,042-21.1% |
| Participant deferral / active EE | $1,353 | $3,103-56.4% | $3,706-63.5% | $3,169-57.3% |
| Admin fee / account holder | $243 | $440-44.6% | $5,608-95.7% | $479-49.2% |