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 |
|---|---|---|
INTRUST BANK, N.A.9+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $74,084 |
FORVIS MAZARS, LLP2 years Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $14,249 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,413 | $53,165+15.5% | $86,188-28.7% | $74,419-17.5% |
| Participation rate | 73.5% | 64.9%+8.7pp | 69.0%+4.5pp | 70.7%+2.8pp |
| Annual return | 17.34% | 22.64%-5.3pp | 1168.45%-1151.1pp | 34.38%-17.0pp |
| Employer contribution / active EE | $2,935 | $1,210+142.6% | $2,380+23.3% | $2,637+11.3% |
| Participant deferral / active EE | $5,139 | $3,234+58.9% | $3,985+28.9% | $4,528+13.5% |
| Admin fee / account holder | $332 | $551-39.8% | $6,852-95.2% | $348-4.5% |