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 | $60,498 |
KANSAS CHAPTER NECA6+ years Service code 13 · EIN 48-0503980 810 W DOUGLAS STE E · WICHITA, KS 67203 | Contract Administrator | $26,579 |
MORROW & CO., LLC6+ years Service code 10 · EIN 48-1142797 421 E 3RD ST N · WICHITA, KS 67202 | Accounting | $14,126 |
MCAFEE & TAFT5 years Service code 29 · EIN 73-0781676 211 N ROBINSON SUITE 1000 · OKLAHOMA CITY, OK 73102 | Legal | $8,049 |
IMA WEALTH INC4 years Service code 49 · EIN 48-1233289 | Other Services | $4,878 |
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 | $93,153 | $69,362+34.3% | $101,248-8.0% | $73,488+26.8% |
| Participation rate | 99.1% | 68.4%+30.7pp | 75.8%+23.3pp | 70.7%+28.4pp |
| Annual return | 13.43% | 18.46%-5.0pp | 46.47%-33.0pp | 28.51%-15.1pp |
| Employer contribution / active EE | $6,022 | $2,628+129.1% | $3,660+64.6% | $2,270+165.3% |
| Participant deferral / active EE | $0 | $3,300-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $475 | $704-32.4% | $5,945-92.0% | $513-7.4% |