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.4 years Service code 15 · EIN 48-0477525 | Recordkeeping | $45,658 |
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 | $21,901 | $50,815-56.9% | $155,509-85.9% | $77,643-71.8% |
| Participation rate | 89.3% | 63.1%+26.2pp | 78.2%+11.1pp | 70.6%+18.7pp |
| Annual return | 14.93% | 34.80%-19.9pp | 64.67%-49.7pp | 31.24%-16.3pp |
| Employer contribution / active EE | $1,008 | $1,993-49.4% | $4,672-78.4% | $2,726-63.0% |
| Participant deferral / active EE | $2,730 | $2,822-3.2% | $5,626-51.5% | $4,647-41.2% |
| Admin fee / account holder | $129 | $437-70.4% | $15,912-99.2% | $430-69.9% |