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.1+ years Service code 27 · EIN 48-0477525 | Advisory (Plan) | $45,423 |
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 | $88,241 | $68,413+29.0% | $123,104-28.3% | $55,191+59.9% |
| Participation rate | 97.2% | 84.5%+12.7pp | 86.8%+10.5pp | 69.2%+28.1pp |
| Annual return | 0.98% | 6.30%-5.3pp | 13.22%-12.2pp | 10.78%-9.8pp |
| Employer contribution / active EE | $2,305 | $3,050-24.4% | $5,151-55.2% | $1,899+21.4% |
| Participant deferral / active EE | $4,998 | $4,490+11.3% | $6,230-19.8% | $3,046+64.1% |
| Admin fee / account holder | $35 | $88-60.4% | $9,015-99.6% | $91-61.7% |