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 BANK3+ years Filed as: THE COMMERCE TRUST COMPANY Service code 16 · EIN 43-1795601 | Consulting | $28,557 |
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Inves... | $22,036 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $42,838 | $64,909-34.0% | $82,313-48.0% | $62,292-31.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 16.49% | 21.18%-4.7pp | 25.88%-9.4pp | 28.90%-12.4pp |
| Employer contribution / active EE | $1,383 | $1,676-17.5% | $2,428-43.0% | $2,042-32.3% |
| Participant deferral / active EE | $2,883 | $3,103-7.1% | $3,706-22.2% | $3,169-9.0% |
| Admin fee / account holder | $178 | $440-59.6% | $5,608-96.8% | $479-63.0% |