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 |
|---|---|---|
INTRUST BANK, N.A.6+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $35,301 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,878 | $29,369-32.3% | $77,482-74.3% | $73,409-72.9% |
| Participation rate | 59.1% | 37.9%+21.1pp | 54.2%+4.9pp | 72.2%-13.1pp |
| Annual return | 11.37% | 358.15%-346.8pp | 54.79%-43.4pp | 59.29%-47.9pp |
| Employer contribution / active EE | $239 | $406-41.2% | $986-75.8% | $2,234-89.3% |
| Participant deferral / active EE | $975 | $941+3.6% | $1,861-47.6% | $3,805-74.4% |
| Admin fee / account holder | $138 | $123+12.5% | $2,858-95.2% | $158-12.6% |