Filed January 11, 2024
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 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Claims processing; Recordkeeping and ... | $19,417 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,469 | $75,183-48.8% | $123,892-68.9% | $55,167-30.3% |
| Participation rate | 64.9% | 72.8%-7.9pp | 81.4%-16.5pp | 69.0%-4.1pp |
| Annual return | 9.88% | 19.01%-9.1pp | 47.52%-37.6pp | 169.23%-159.3pp |
| Employer contribution / active EE | $1,650 | $2,823-41.6% | $4,617-64.3% | $1,963-15.9% |
| Participant deferral / active EE | $5,673 | $5,084+11.6% | $5,984-5.2% | $3,054+85.7% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-100.0% |