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 |
|---|---|---|
Service code 13 · EIN 42-0127290 711 HIGH ST · DES MOINES, IA 50392 | Contract Administrator | $56,319 |
KANSAS CHAPTER NECA5+ years Service code 13 · EIN 48-0503980 608 W DOUGLAS SUITE 104 · WICHITA, KS 67203 | Contract Administrator | $22,751 |
MORROW & CO., LLC5+ years Service code 10 · EIN 48-1142797 421 E 3RD ST N · WICHITA, KS 67202 | Accounting | $13,136 |
MCAFEE & TAFT4 years Service code 29 · EIN 73-0781676 211 N ROBINSON SUITE 1000 · OKLAHOMA CITY, OK 73102 | Legal | $9,531 |
IMA WEALTH INC3 years Service code 49 · EIN 48-1233289 | Other Services | $6,412 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $80,677 | $63,114+27.8% | $92,893-13.2% | $65,185+23.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 21.57% | 28.75%-7.2pp | 109.41%-87.8pp | 29.38%-7.8pp |
| Employer contribution / active EE | $6,702 | $2,571+160.7% | $3,653+83.5% | $2,177+207.9% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,236-100.0% | $3,514-100.0% |
| Admin fee / account holder | $463 | $624-25.7% | $5,794-92.0% | $847-45.3% |