See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 BANK11+ years Filed as: THE COMMERCE TRUST COMPANY Service code 16 · EIN 43-0962626 | Consulting | $88,422 |
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Participan... | $3,900 |
NATIONAL FINANCIAL SERVICES11+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $211,232 | $104,919+101.3% | $116,228+81.7% | $85,563+146.9% |
| Participation rate | 77.9% | 78.6%-0.7pp | 74.6%+3.4pp | 66.0%+12.0pp |
| Annual return | 16.49% | 15.38%+1.1pp | 90.06%-73.6pp | 31.51%-15.0pp |
| Employer contribution / active EE | $2,290 | $3,485-34.3% | $2,994-23.5% | $2,654-13.7% |
| Participant deferral / active EE | $6,879 | $5,306+29.6% | $4,953+38.9% | $4,375+57.2% |
| Admin fee / account holder | $301 | $429-29.8% | $11,989-97.5% | $834-64.0% |