Filed June 17, 2006 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
INTRUST BANK, N.A.10+ years Service code 27 · EIN 48-0477525 | Advisory (Plan) | $25,938 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,049 | $129,021+34.9% | $184,203-5.5% | $77,643+124.2% |
| Participation rate | 99.8% | 87.3%+12.4pp | 86.8%+12.9pp | 70.6%+29.2pp |
| Annual return | 14.80% | 33.27%-18.5pp | 28.81%-14.0pp | 31.24%-16.4pp |
| Employer contribution / active EE | $5,409 | $4,413+22.6% | $6,427-15.8% | $2,726+98.4% |
| Participant deferral / active EE | $7,524 | $7,297+3.1% | $9,131-17.6% | $4,647+61.9% |
| Admin fee / account holder | $22 | $254-91.3% | $13,901-99.8% | $430-94.9% |