Filed April 6, 2023 (most recent of 4 filings on file)
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.3+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $41,861 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $81,271 | $71,192+14.2% | $117,854-31.0% | $62,292+30.5% |
| Participation rate | 79.7% | 74.2%+5.5pp | 79.7%+0.1pp | 69.5%+10.2pp |
| Annual return | 17.60% | 18.66%-1.1pp | 335.08%-317.5pp | 28.90%-11.3pp |
| Employer contribution / active EE | $2,390 | $1,934+23.6% | $3,786-36.9% | $2,042+17.0% |
| Participant deferral / active EE | $2,969 | $3,189-6.9% | $4,482-33.8% | $3,169-6.3% |
| Admin fee / account holder | $303 | $587-48.3% | $8,020-96.2% | $479-36.7% |