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.3+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $54,425 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,931 | $64,909+30.8% | $82,313+3.2% | $62,292+36.3% |
| Participation rate | 86.2% | 74.9%+11.3pp | 76.9%+9.3pp | 69.5%+16.7pp |
| Annual return | 20.41% | 21.18%-0.8pp | 25.88%-5.5pp | 28.90%-8.5pp |
| Employer contribution / active EE | $1,873 | $1,676+11.8% | $2,428-22.9% | $2,042-8.3% |
| Participant deferral / active EE | $3,788 | $3,103+22.0% | $3,706+2.2% | $3,169+19.5% |
| Admin fee / account holder | $232 | $440-47.3% | $5,608-95.9% | $479-51.7% |