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 | $51,892 |
Filed as: COMMERCE STREET INVESTMENT ADVISORS Service code 27 · EIN 26-0180443 | Advisory (Plan) | $28,316 |
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 | $130,019 | $102,553+26.8% | $151,611-14.2% | $66,914+94.3% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -4.91% | -10.82%+5.9pp | 3.33%-8.2pp | 1.58%-6.5pp |
| Employer contribution / active EE | $2,599 | $4,180-37.8% | $6,166-57.9% | $2,544+2.1% |
| Participant deferral / active EE | $6,813 | $6,641+2.6% | $8,363-18.5% | $4,237+60.8% |
| Admin fee / account holder | $340 | $630-46.0% | $11,616-97.1% | $593-42.7% |