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.9+ years Service code 27 · EIN 48-0477525 | Advisory (Plan) | $22,703 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,607 | $100,227+56.3% | $169,993-7.9% | $74,419+110.4% |
| Participation rate | 99.5% | 87.3%+12.2pp | 87.0%+12.5pp | 70.7%+28.8pp |
| Annual return | 18.36% | 66.08%-47.7pp | 53.37%-35.0pp | 34.38%-16.0pp |
| Employer contribution / active EE | $5,146 | $4,263+20.7% | $6,785-24.2% | $2,637+95.1% |
| Participant deferral / active EE | $7,249 | $7,143+1.5% | $10,408-30.3% | $4,528+60.1% |
| Admin fee / account holder | $19 | $234-91.8% | $12,815-99.8% | $348-94.5% |