Filed December 23, 1992
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $48,045 |
Filed as: COMMERCE STREET INVESTMENT ADVISORS Service code 27 · EIN 26-0180443 | Advisory (Plan) | $29,912 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $130,533 | $136,307-4.2% | $177,821-26.6% | $73,488+77.6% |
| Participation rate | 99.0% | 86.1%+12.9pp | 87.7%+11.2pp | 70.7%+28.3pp |
| Annual return | 12.66% | 18.68%-6.0pp | 48.32%-35.7pp | 28.51%-15.9pp |
| Employer contribution / active EE | $2,190 | $3,712-41.0% | $5,918-63.0% | $2,270-3.5% |
| Participant deferral / active EE | $6,099 | $5,829+4.6% | $7,714-20.9% | $3,740+63.1% |
| Admin fee / account holder | $333 | $596-44.1% | $12,427-97.3% | $513-35.1% |