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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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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
COMMERCE BANK5+ years Filed as: THE COMMERCE TRUST COMPANY Service code 16 · EIN 43-0962626 | Consulting | $60,108 |
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $41,017 |
MID ATLANTIC CAPITAL CORPORATION5+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,964 | $74,347+45.2% | $93,606+15.3% | $67,579+59.8% |
| Participation rate | 81.7% | 80.6%+1.1pp | 75.8%+5.9pp | 71.3%+10.4pp |
| Annual return | 22.68% | 28.07%-5.4pp | 32.76%-10.1pp | 378.56%-355.9pp |
| Employer contribution / active EE | $2,005 | $2,583-22.4% | $2,718-26.2% | $2,148-6.7% |
| Participant deferral / active EE | $5,355 | $4,060+31.9% | $4,069+31.6% | $3,539+51.3% |
| Admin fee / account holder | $323 | $123+163.4% | $7,888-95.9% | $142+127.1% |