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 10-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 |
|---|---|---|
ALLEN, GIBBS & HOULIK, L.C.2 years Filed as: ALLEN GIBBS & HOULIK LC Service code 15 301 N MAIN SUITE 1700 · WICHITA, KS 67202 | Recordkeeping | $6,976 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,146 | $73,867-63.3% | $143,757-81.1% | $68,494-60.4% |
| Participation rate | 31.9% | 66.7%-34.7pp | 80.3%-48.4pp | 67.9%-36.0pp |
| Annual return | -15.90% | 1.01%-16.9pp | -0.04%-15.9pp | -7.84%-8.1pp |
| Employer contribution / active EE | $408 | $3,184-87.2% | $4,951-91.8% | $2,596-84.3% |
| Participant deferral / active EE | $908 | $3,384-73.2% | $5,637-83.9% | $4,027-77.5% |
| Admin fee / account holder | $271 | $5,755-95.3% | $14,673-98.2% | $5,403-95.0% |