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.2 years Service code 15 · EIN 48-0477525 | Recordkeeping | $16,297 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $13,158 | $46,292-71.6% | $143,757-90.8% | $64,808-79.7% |
| Participation rate | 84.8% | 64.2%+20.6pp | 80.3%+4.5pp | 71.5%+13.3pp |
| Annual return | 2.41% | -10.05%+12.5pp | -0.04%+2.5pp | 32.82%-30.4pp |
| Employer contribution / active EE | $969 | $1,910-49.3% | $4,951-80.4% | $2,506-61.3% |
| Participant deferral / active EE | $2,433 | $2,646-8.0% | $5,637-56.8% | $4,310-43.6% |
| Admin fee / account holder | $57 | $154-63.2% | $14,673-99.6% | $188-69.9% |