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 | $57,251 |
Filed as: COMMERCE STREET INVESTMENT ADVISORS Service code 27 · EIN 26-0180443 | Advisory (Plan) | $39,494 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,986 | $121,341+11.2% | $189,513-28.8% | $79,386+70.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.8%+12.2pp | 70.7%+29.3pp |
| Annual return | 16.19% | 21.08%-4.9pp | 555.15%-539.0pp | 116.85%-100.7pp |
| Employer contribution / active EE | $2,305 | $3,915-41.1% | $6,162-62.6% | $2,427-5.1% |
| Participant deferral / active EE | $6,474 | $6,395+1.2% | $8,221-21.3% | $4,046+60.0% |
| Admin fee / account holder | $408 | $651-37.3% | $12,045-96.6% | $626-34.8% |