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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.
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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.2 years Service code 15 · EIN 48-0477525 | Recordkeeping | $12,458 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $13,830 | $45,000-69.3% | $143,757-90.4% | $77,904-82.2% |
| Participation rate | 15.3% | 66.8%-51.5pp | 80.3%-65.0pp | 73.7%-58.3pp |
| Annual return | 73.87% | 29.03%+44.8pp | -0.04%+73.9pp | 12.21%+61.7pp |
| Employer contribution / active EE | $136 | $1,870-92.7% | $4,951-97.3% | $2,848-95.2% |
| Participant deferral / active EE | $1,101 | $3,157-65.1% | $5,637-80.5% | $4,806-77.1% |
| Admin fee / account holder | $43 | $98-55.9% | $14,673-99.7% | $133-67.2% |