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.6+ years Service code 27 · EIN 48-0477525 | Advisory (Plan) | $16,178 |
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 | $153,762 | $111,608+37.8% | $177,821-13.5% | $73,409+109.5% |
| Participation rate | 99.6% | 87.9%+11.8pp | 87.7%+11.9pp | 72.2%+27.5pp |
| Annual return | 15.81% | 18.23%-2.4pp | 48.32%-32.5pp | 59.29%-43.5pp |
| Employer contribution / active EE | $4,526 | $3,796+19.2% | $5,918-23.5% | $2,234+102.6% |
| Participant deferral / active EE | $6,540 | $6,199+5.5% | $7,714-15.2% | $3,805+71.8% |
| Admin fee / account holder | $10 | $166-94.3% | $12,427-99.9% | $158-94.0% |