Filed July 30, 2021
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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 Service code 19 · EIN 48-0962636 | Securities Custodian | $31,231 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,249 | $65,061-64.3% | $143,757-83.8% | $66,914-65.3% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -14.68% | -11.14%-3.5pp | -0.04%-14.6pp | 1.58%-16.3pp |
| Employer contribution / active EE | $2,345 | $2,361-0.7% | $4,951-52.6% | $2,544-7.8% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $5,637-100.0% | $4,237-100.0% |
| Admin fee / account holder | $82 | $502-83.7% | $14,673-99.4% | $593-86.2% |