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.10+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $36,327 |
FIRST SECURITY BANK1 year Service code 15 · EIN 71-0159420 | Recordkeeping | $32,956 |
MILLIMAN, INC.1 year Service code 15 · EIN 91-0675641 | Recordkeeping | $29,940 |
FORVIS MAZARS, LLP3 years Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $6,825 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $4,991 |
Filed as: CHARLES SCHWAB & CO., INC Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Service code 19 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $78,558 | $54,193+45.0% | $93,606-16.1% | $77,643+1.2% |
| Participation rate | 62.7% | 63.9%-1.2pp | 68.7%-6.0pp | 70.6%-7.9pp |
| Annual return | 13.34% | 30.54%-17.2pp | 133.20%-119.9pp | 31.24%-17.9pp |
| Employer contribution / active EE | $2,510 | $1,168+114.9% | $2,420+3.7% | $2,726-7.9% |
| Participant deferral / active EE | $4,695 | $3,144+49.3% | $4,411+6.4% | $4,647+1.0% |
| Admin fee / account holder | $444 | $576-22.8% | $8,285-94.6% | $430+3.2% |