Filed September 22, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 BANK10+ years Filed as: THE COMMERCE TRUST COMPANY Service code 21 · EIN 43-1588657 | Bank Trustee | $82,707 |
NEWPORT GROUP, INC.7 years Service code 12 · EIN 27-2037969 | Claims processing; Recordkeeping and ... | $12,168 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,715 | $92,055+32.2% | $106,213+14.6% | $77,643+56.8% |
| Participation rate | 95.3% | 81.0%+14.3pp | 75.3%+20.1pp | 70.6%+24.8pp |
| Annual return | 13.22% | 17.91%-4.7pp | 116.14%-102.9pp | 31.24%-18.0pp |
| Employer contribution / active EE | $2,036 | $3,367-39.5% | $3,171-35.8% | $2,726-25.3% |
| Participant deferral / active EE | $4,568 | $5,386-15.2% | $5,016-8.9% | $4,647-1.7% |
| Admin fee / account holder | $207 | $219-5.6% | $11,033-98.1% | $430-52.0% |