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 BANK5+ years Filed as: THE COMMERCE TRUST COMPANY Service code 16 · EIN 43-1795601 | Consulting | $31,140 |
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Finders... | $24,361 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $42,516 | $65,376-35.0% | $87,100-51.2% | $65,185-34.8% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | 23.87% | 31.27%-7.4pp | 28.19%-4.3pp | 29.38%-5.5pp |
| Employer contribution / active EE | $1,606 | $1,822-11.9% | $2,521-36.3% | $2,177-26.2% |
| Participant deferral / active EE | $3,354 | $3,388-1.0% | $4,049-17.2% | $3,514-4.6% |
| Admin fee / account holder | $171 | $520-67.1% | $7,497-97.7% | $847-79.8% |