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 9-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 BANK4+ years Filed as: THE COMMERCE TRUST COMPANY Service code 16 · EIN 48-0962626 | Consulting | $59,352 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,088 |
MORGAN STANLEY SMITH BARNEY4+ years Service code 61 · EIN 26-4310632 | Finders' fees / placement fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $83,135 | $69,231+20.1% | $91,989-9.6% | $67,579+23.0% |
| Participation rate | 93.8% | 78.9%+14.9pp | 78.6%+15.2pp | 71.3%+22.6pp |
| Annual return | 26.78% | 32.03%-5.2pp | 69.02%-42.2pp | 378.56%-351.8pp |
| Employer contribution / active EE | $2,028 | $2,284-11.2% | $3,452-41.2% | $2,148-5.6% |
| Participant deferral / active EE | $6,095 | $5,854+4.1% | $5,923+2.9% | $3,539+72.2% |
| Admin fee / account holder | $124 | $107+15.2% | $7,743-98.4% | $142-13.1% |