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 7-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.3 years Service code 15 · EIN 48-0477525 | Recordkeeping | $35,791 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,569 | $50,127-65.0% | $149,673-88.3% | $80,160-78.1% |
| Participation rate | 17.0% | 64.3%-47.3pp | 78.8%-61.8pp | 72.9%-55.9pp |
| Annual return | 41.00% | 29.82%+11.2pp | 134.42%-93.4pp | 40.38%+0.6pp |
| Employer contribution / active EE | $211 | $1,865-88.7% | $4,818-95.6% | $2,978-92.9% |
| Participant deferral / active EE | $1,287 | $3,194-59.7% | $5,680-77.3% | $5,017-74.3% |
| Admin fee / account holder | $78 | $153-48.9% | $13,210-99.4% | $145-46.2% |