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.7+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $53,272 |
Filed as: BUKATY COMPANIES FINANCIAL SERVICES Service code 28 4860 COLLEGE BLVD STE 100 · OVERLAND PARK, KS 66211 | Investment Management | $19,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,400 | $84,936+35.9% | $111,297+3.7% | $79,386+45.4% |
| Participation rate | 87.9% | 75.9%+12.0pp | 77.3%+10.6pp | 70.7%+17.2pp |
| Annual return | 15.62% | 17.45%-1.8pp | 54.65%-39.0pp | 116.85%-101.2pp |
| Employer contribution / active EE | $2,786 | $1,979+40.8% | $2,731+2.0% | $2,427+14.8% |
| Participant deferral / active EE | $5,480 | $3,888+40.9% | $4,487+22.1% | $4,046+35.5% |
| Admin fee / account holder | $298 | $537-44.5% | $7,964-96.3% | $626-52.4% |