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 |
|---|---|---|
CENTRAL BANK & TRUST CO.2 years Filed as: CENTRAL BANK & TRUST Service code 13 700 EAST 30TH AVENUE · HUTCHINSON, KS 67501 | Contract Administrator | $8,602 |
ALLEN, GIBBS & HOULIK, L.C.3+ years Service code 15 301 N. MAIN, SUITE 1700 · WICHITA, KS 67202 | Recordkeeping | $5,260 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,128 | $47,977-31.0% | $154,107-78.5% | $56,287-41.1% |
| Participation rate | 51.9% | 66.2%-14.2pp | 83.0%-31.1pp | 69.9%-17.9pp |
| Annual return | 12.18% | 3.54%+8.6pp | 735.12%-722.9pp | -9.96%+22.1pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,106 | $2,392-53.8% | $5,081-78.2% | $3,350-67.0% |
| Admin fee / account holder | $138 | $438-68.5% | $13,411-99.0% | $521-73.5% |