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; Participant... | $12,855 |
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 | $41,725 | $42,772-2.4% | $87,507-52.3% | $55,167-24.4% |
| Participation rate | 84.3% | 66.5%+17.8pp | 73.8%+10.4pp | 69.0%+15.3pp |
| Annual return | 7.78% | 21.20%-13.4pp | 12.21%-4.4pp | 169.23%-161.4pp |
| Employer contribution / active EE | $1,686 | $1,277+32.0% | $2,550-33.9% | $1,963-14.1% |
| Participant deferral / active EE | $2,976 | $2,342+27.0% | $3,149-5.5% | $3,054-2.6% |
| Admin fee / account holder | $7 | $461-98.5% | $4,221-99.8% | $504-98.7% |