See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
INTRUST BANK, N.A.1 year Filed as: INTRUST BANK NA Service code 27 · EIN 48-0477525 105 N MAIN ST · WICHITA, KS 67202 | Advisory (Plan) | $29,198 |
REGIER CARR & MONROE LLP3 years Service code 10 300 WEST DOUGLAS STE 900 · WICHITA, KS 67202 | Accounting | $24,750 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,641 |
Service code 13 · EIN 86-2963468 7734 EXCELSIOR RD STE 102 · BAXTER, MN 56425 | Contract Administrator | $16,575 |
COMMERCE BANK11+ years Service code 99 · EIN 48-0962626 922 WALNUT ST · KANSAS CITY, MO 64106 | Other Fees | $12,251 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,360 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,354 | $96,484+56.9% | $156,263-3.1% | $74,304+103.7% |
| Participation rate | 89.1% | 67.7%+21.4pp | 78.9%+10.2pp | 60.3%+28.7pp |
| Annual return | 13.72% | 17.73%-4.0pp | 59.47%-45.7pp | 29.43%-15.7pp |
| Employer contribution / active EE | $2,559 | $2,528+1.2% | $4,333-41.0% | $2,241+14.2% |
| Participant deferral / active EE | $6,186 | $4,286+44.3% | $6,158+0.4% | $3,767+64.2% |
| Admin fee / account holder | $547 | $3,728-85.3% | $14,255-96.2% | $2,969-81.6% |