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 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Sub-transfer agency fees; Recordkeepi... | $42,043 |
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 | $92,869 | $39,859+133.0% | $78,689+18.0% | $57,658+61.1% |
| Participation rate | 88.5% | 66.1%+22.4pp | 73.6%+15.0pp | 70.2%+18.3pp |
| Annual return | 8.70% | 18.96%-10.3pp | 62.18%-53.5pp | 5.13%+3.6pp |
| Employer contribution / active EE | $2,173 | $1,786+21.7% | $2,851-23.8% | $1,974+10.1% |
| Participant deferral / active EE | $7,587 | $2,248+237.5% | $3,517+115.7% | $3,061+147.9% |
| Admin fee / account holder | $0 | $76-99.7% | $4,510-100.0% | $95-99.7% |