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.5+ years Service code 27 · EIN 48-0477525 | Advisory (Plan) | $25,626 |
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 | $129,681 | $88,515+46.5% | $162,163-20.0% | $67,579+91.9% |
| Participation rate | 99.4% | 86.8%+12.6pp | 87.6%+11.9pp | 71.3%+28.1pp |
| Annual return | 27.21% | 27.04%+0.2pp | 115.59%-88.4pp | 378.56%-351.3pp |
| Employer contribution / active EE | $3,934 | $3,563+10.4% | $5,614-29.9% | $2,148+83.2% |
| Participant deferral / active EE | $5,873 | $5,724+2.6% | $7,298-19.5% | $3,539+65.9% |
| Admin fee / account holder | $16 | $124-86.7% | $10,843-99.8% | $142-88.5% |