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.3 years Service code 15 · EIN 48-0477525 | Recordkeeping | $28,820 |
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 | $17,478 | $47,126-62.9% | $149,673-88.3% | $74,419-76.5% |
| Participation rate | 87.9% | 63.4%+24.5pp | 78.8%+9.2pp | 70.7%+17.2pp |
| Annual return | 41.74% | 22.75%+19.0pp | 134.42%-92.7pp | 34.38%+7.4pp |
| Employer contribution / active EE | $898 | $1,905-52.9% | $4,818-81.4% | $2,637-66.0% |
| Participant deferral / active EE | $2,552 | $2,728-6.4% | $5,680-55.1% | $4,528-43.6% |
| Admin fee / account holder | $83 | $343-75.9% | $13,210-99.4% | $348-76.3% |