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 | $87,717 |
KANSAS CHAPTER NECA10+ years Service code 13 · EIN 48-0503980 810 W DOUGLAS, STE E · WICHITA, KS 67203 | Contract Administrator | $33,398 |
IMA WEALTH INC3 years Filed as: IMA WEALTH, INC Service code 26 · EIN 48-1233289 | Advisory (Participants) | $30,746 |
MORROW & CO., LLC4 years Filed as: MORROW & CO LLC Service code 10 · EIN 48-1142797 10500 E BERKELEY SQUARE P · WICHITA, KS 67206 | Accounting | $17,636 |
MCAFEE & TAFT9 years Service code 29 · EIN 73-0781676 211 N ROBINSON, STE 1000 · OKLAHOMA CITY, OK 73102 | Legal | $8,734 |
FEE INSURANCE GROUP, INC2 years 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 | $111,207 | $80,724+37.8% | $103,333+7.6% | $74,495+49.3% |
| Participation rate | 98.7% | 65.7%+33.1pp | 74.5%+24.2pp | 67.2%+31.5pp |
| Annual return | 12.77% | 27.56%-14.8pp | 24.88%-12.1pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $8,512 | $3,157+169.6% | $3,868+120.1% | $2,623+224.5% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $588 | $2,368-75.2% | $8,355-93.0% | $1,942-69.7% |