See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Recordkeeping | $12,755 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $51,182 | $57,108-10.4% | $94,224-45.7% | $52,331-2.2% |
| Participation rate | 70.1% | 72.9%-2.9pp | 78.8%-8.7pp | 68.1%+2.0pp |
| Annual return | 4.64% | 1.47%+3.2pp | 10.68%-6.0pp | 4.54%+0.1pp |
| Employer contribution / active EE | $1,027 | $1,735-40.8% | $3,587-71.4% | $1,882-45.4% |
| Participant deferral / active EE | $3,452 | $3,040+13.6% | $4,320-20.1% | $3,022+14.2% |
| Admin fee / account holder | $60 | $546-89.0% | $6,269-99.0% | $592-89.8% |