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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.4 years Service code 15 · EIN 48-0477525 | Recordkeeping | $50,644 |
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).
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 | $17,229 | $53,136-67.6% | $155,509-88.9% | $199,593-91.4% |
| Participation rate | 20.3% | 64.1%-43.8pp | 78.2%-57.9pp | 72.0%-51.7pp |
| Annual return | 19.70% | 41.15%-21.4pp | 64.67%-45.0pp | 34.25%-14.5pp |
| Employer contribution / active EE | $184 | $1,851-90.0% | $4,672-96.1% | $3,034-93.9% |
| Participant deferral / active EE | $1,338 | $3,161-57.7% | $5,626-76.2% | $5,087-73.7% |
| Admin fee / account holder | $64 | $185-65.6% | $15,912-99.6% | $269-76.3% |