Filed June 20, 2019 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
INTRUST BANK, N.A.2+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $1,167,577 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,017 | $329,111-94.5% | $78,689-77.1% | $329,111-94.5% |
| Participation rate | 48.0% | 67.9%-19.8pp | 73.6%-25.5pp | 67.9%-19.8pp |
| Annual return | 7.30% | 16.35%-9.1pp | 62.18%-54.9pp | 16.35%-9.1pp |
| Employer contribution / active EE | $403 | $2,303-82.5% | $2,851-85.9% | $2,303-82.5% |
| Participant deferral / active EE | $970 | $3,682-73.6% | $3,517-72.4% | $3,682-73.6% |
| Admin fee / account holder | $91 | $754-88.0% | $4,510-98.0% | $754-88.0% |