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 1809 24TH STREET · GREAT BEND, KS 67530 | Claims processing; Participant loan p... | $18,671 |
INFINEX INVESTMENTS INC2 years Filed as: INFINEX INVESTMENTS, INC. Service code 27 289 N MAIN ST. · BARRE, VT 056414108 | Advisory (Plan) | $10,214 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $42,490 | $60,396-29.6% | $111,392-61.9% | $56,287-24.5% |
| Participation rate | 85.2% | 72.4%+12.7pp | 78.9%+6.3pp | 69.9%+15.3pp |
| Annual return | -3.07% | 20.26%-23.3pp | -2.06%-1.0pp | -9.96%+6.9pp |
| Employer contribution / active EE | $300 | $3,459-91.3% | $4,328-93.1% | $2,111-85.8% |
| Participant deferral / active EE | $1,909 | $4,421-56.8% | $5,567-65.7% | $3,350-43.0% |
| Admin fee / account holder | $300 | $610-50.8% | $12,266-97.6% | $521-42.3% |