Filed January 24, 2019 (most recent of 2 filings on file)
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 9-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.1+ years Service code 24 · EIN 48-0477525 | Discretionary Trustee | $69,133 |
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 | $47,008 | $74,024-36.5% | $77,999-39.7% | $57,658-18.5% |
| Participation rate | 98.9% | 79.7%+19.1pp | 75.5%+23.3pp | 70.2%+28.6pp |
| Annual return | 15.94% | 12.14%+3.8pp | 425.96%-410.0pp | 5.13%+10.8pp |
| Employer contribution / active EE | $2,673 | $2,365+13.0% | $2,470+8.2% | $1,974+35.4% |
| Participant deferral / active EE | $3,334 | $3,533-5.6% | $3,497-4.6% | $3,061+8.9% |
| Admin fee / account holder | $230 | $93+146.7% | $5,480-95.8% | $95+143.2% |