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 15 1011 POYNTZ AVE · MANHATTAN, KS 66502 | Recordkeeping | $53,710 |
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $39,390 |
KEATING & ASSOCIATES, INC.6+ years Service code 15 1011 POYNTZ AVE · MANHATTAN, KS 66502 | Recordkeeping | $17,400 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $52,577 | $52,293+0.5% | $178,490-70.5% | $73,409-28.4% |
| Participation rate | 90.4% | 65.3%+25.0pp | 81.9%+8.5pp | 72.2%+18.2pp |
| Annual return | 16.97% | 34.75%-17.8pp | 151.07%-134.1pp | 59.29%-42.3pp |
| Employer contribution / active EE | $3,673 | $1,735+111.7% | $5,011-26.7% | $2,234+64.5% |
| Participant deferral / active EE | $3,434 | $2,332+47.3% | $5,202-34.0% | $3,805-9.7% |
| Admin fee / account holder | $136 | $127+6.8% | $13,984-99.0% | $158-13.8% |