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 |
|---|---|---|
Service code 13 · EIN 42-0127290 711 HIGH ST · DES MOINES, IA 50392 | Contract Administrator | $77,944 |
KANSAS CHAPTER NECA9+ years Service code 13 · EIN 48-0503980 810 W DOUGLAS, STE E · WICHITA, KS 67203 | Contract Administrator | $29,615 |
MORROW & CO., LLC3 years Filed as: MORROW & CO LLC Service code 10 · EIN 48-1142797 10500 E BERKELEY SQUARE P · WICHITA, KS 67206 | Accounting | $18,386 |
IMA WEALTH INC2 years Filed as: IMA WEALTH, INC Service code 26 · EIN 48-1233289 | Advisory (Participants) | $12,326 |
MCAFEE & TAFT8 years Service code 29 · EIN 73-0781676 211 N ROBINSON, STE 1000 · OKLAHOMA CITY, OK 73102 | Legal | $9,366 |
FEE INSURANCE GROUP, INC1 year Service code 13 · EIN 48-0669990 | Contract Administrator | $5,249 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,797 | $76,670+31.5% | $96,683+4.3% | $71,457+41.1% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 15.63% | 48.29%-32.7pp | 35.69%-20.1pp | 28.85%-13.2pp |
| Employer contribution / active EE | $7,785 | $3,031+156.8% | $3,737+108.3% | $2,588+200.9% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,878-100.0% | $4,289-100.0% |
| Admin fee / account holder | $546 | $2,028-73.1% | $6,730-91.9% | $1,587-65.6% |