Filed October 15, 2013
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 5-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.1 year Service code 15 · EIN 48-0477525 | Recordkeeping | $14,705 |
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 | $10,403 | $56,485-81.6% | $185,823-94.4% | $86,799-88.0% |
| Participation rate | 85.9% | 65.5%+20.4pp | 81.7%+4.2pp | 72.3%+13.6pp |
| Annual return | 26.26% | 118.04%-91.8pp | 122.05%-95.8pp | 97.91%-71.6pp |
| Employer contribution / active EE | $932 | $1,843-49.4% | $5,167-82.0% | $2,405-61.3% |
| Participant deferral / active EE | $2,258 | $2,553-11.6% | $5,568-59.5% | $4,131-45.3% |
| Admin fee / account holder | $50 | $150-66.6% | $16,237-99.7% | $170-70.5% |