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 | $52,330 |
COMMERCE BANK2 years Filed as: COMMERCE STREET INVESTMENT MANAGEME Service code 27 · EIN 26-0180443 | Advisory (Plan) | $22,398 |
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 | $149,582 | $132,049+13.3% | $200,582-25.4% | $74,304+101.3% |
| Participation rate | 98.9% | 84.1%+14.9pp | 86.9%+12.1pp | 60.3%+38.6pp |
| Annual return | 16.30% | 22.22%-5.9pp | 42.33%-26.0pp | 29.43%-13.1pp |
| Employer contribution / active EE | $3,362 | $4,558-26.2% | $6,419-47.6% | $2,241+50.0% |
| Participant deferral / active EE | $9,446 | $7,213+31.0% | $9,331+1.2% | $3,767+150.7% |
| Admin fee / account holder | $337 | $2,405-86.0% | $16,305-97.9% | $2,969-88.7% |