See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 PO BOX 9394 · DES MOINES, IA 50305 | Contract Administrator | $134,148 |
KANSAS CHAPTER NECA3 years Filed as: KANSAS NECA CHAPTER Service code 13 · EIN 48-0503980 810 W DOUGLAS ST E · WICHITA, KS 67203 | Contract Administrator | $126,299 |
IMA WEALTH INC5 years Filed as: IMA WEALTH Service code 27 · EIN 48-1233289 | Advisory (Plan) | $89,893 |
MORROW & CO., LLC10+ years Service code 10 · EIN 48-1142797 10500 E BERKELEY SQ PKWY · WICHITA, KS 67206 | Accounting | $31,160 |
MCAFEE & TAFT10+ years Service code 29 · EIN 73-0781676 1717 S BOULDER SUITE 900 · TULSA, OK 74119 | Legal | $15,024 |
Filed as: TRAVELERS INSURANCE Service code 23 · EIN 06-0566050 | Direct payment from the plan; Insuran... | $14,553 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,161 | $95,880+103.5% | $107,525+81.5% | $85,563+128.1% |
| Participation rate | 98.3% | 70.1%+28.2pp | 75.1%+23.3pp | 66.0%+32.4pp |
| Annual return | 16.37% | 68.06%-51.7pp | 181.32%-164.9pp | 31.51%-15.1pp |
| Employer contribution / active EE | $9,706 | $3,812+154.6% | $3,754+158.6% | $2,654+265.8% |
| Participant deferral / active EE | $3,024 | $4,201-28.0% | $5,116-40.9% | $4,375-30.9% |
| Admin fee / account holder | $476 | $1,025-53.6% | $8,919-94.7% | $834-43.0% |