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.2+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $67,277 |
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 | $54,332 | $75,284-27.8% | $91,001-40.3% | $69,631-22.0% |
| Participation rate | 99.0% | 80.4%+18.6pp | 75.6%+23.4pp | 70.7%+28.3pp |
| Annual return | 21.33% | 48.40%-27.1pp | 4.60%+16.7pp | 27571.02%-27549.7pp |
| Employer contribution / active EE | $2,763 | $2,473+11.8% | $2,456+12.5% | $2,032+36.0% |
| Participant deferral / active EE | $3,368 | $3,700-9.0% | $3,547-5.0% | $3,224+4.5% |
| Admin fee / account holder | $196 | $111+77.7% | $5,417-96.4% | $110+77.9% |