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 |
|---|---|---|
INTRUST BANK, N.A.1+ years Service code 21 · EIN 48-0477525 | Bank Trustee | $95,102 |
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 | $29,317 | $37,117-21.0% | $147,614-80.1% | $55,191-46.9% |
| Participation rate | 91.8% | 63.6%+28.2pp | 84.6%+7.2pp | 69.2%+22.6pp |
| Annual return | -0.24% | 3.44%-3.7pp | 61.98%-62.2pp | 10.78%-11.0pp |
| Employer contribution / active EE | $922 | $1,620-43.1% | $5,564-83.4% | $1,899-51.4% |
| Participant deferral / active EE | $2,837 | $1,985+42.9% | $4,895-42.0% | $3,046-6.9% |
| Admin fee / account holder | $202 | $86+135.6% | $11,611-98.3% | $91+122.0% |