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.8+ years Service code 27 · EIN 48-0477525 | Advisory (Plan) | $19,388 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,170 | $86,897+59.0% | $151,611-8.9% | $64,808+113.2% |
| Participation rate | 99.6% | 87.3%+12.4pp | 87.5%+12.1pp | 71.5%+28.2pp |
| Annual return | -15.87% | -3.57%-12.3pp | 3.33%-19.2pp | 32.82%-48.7pp |
| Employer contribution / active EE | $5,114 | $4,010+27.5% | $6,166-17.1% | $2,506+104.1% |
| Participant deferral / active EE | $7,369 | $6,690+10.1% | $8,363-11.9% | $4,310+71.0% |
| Admin fee / account holder | $17 | $153-88.9% | $11,616-99.9% | $188-91.0% |