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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 50 · EIN 42-0127290 PO BOX 9394 · DES MOINES, IA 50305 | Direct Payment | $85,781 |
KANSAS CHAPTER NECA3+ years Service code 13 · EIN 48-0503980 608 W DOUGLAS AVE SUITE 104 · WICHITA, KS 67203 | Contract Administrator | $73,942 |
MCAFEE & TAFT3+ years Service code 29 · EIN 73-0781676 1717 S BOULDER · TULSA, OK 74119 | Legal | $26,805 |
MORROW & CO., LLC3+ years Service code 10 · EIN 48-1142797 421 E 3RD ST N · WICHITA, KS 67203 | Accounting | $24,284 |
IMA WEALTH INC1 year Service code 49 · EIN 48-1233289 | Other Services | $19,881 |
SIGNATURE ESTATE & INVESTMENT3+ years Filed as: SIGNATURE SELECT Service code 23 · EIN 26-3811485 8200 E 32ND ST N · WICHITA, KS 67226 | Insurance services | $11,954 |
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 | $136,689 | $56,443+142.2% | $83,848+63.0% | $55,725+145.3% |
| Participation rate | 99.7% | 72.0%+27.7pp | 76.1%+23.5pp | 70.9%+28.8pp |
| Annual return | 19.66% | 393.67%-374.0pp | 850.88%-831.2pp | 244.93%-225.3pp |
| Employer contribution / active EE | $8,716 | $2,682+225.0% | $3,631+140.0% | $2,078+319.4% |
| Participant deferral / active EE | $2,322 | $2,965-21.7% | $4,082-43.1% | $3,356-30.8% |
| Admin fee / account holder | $286 | $156+82.8% | $5,478-94.8% | $115+147.9% |