See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
INTRUST BANK, N.A.2 years Service code 15 · EIN 48-0477525 | Recordkeeping | $32,668 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,043 | $65,061-35.4% | $143,757-70.8% | $66,914-37.2% |
| Participation rate | 56.1% | 65.2%-9.1pp | 80.3%-24.2pp | 69.8%-13.7pp |
| Annual return | -14.98% | -11.14%-3.8pp | -0.04%-14.9pp | 1.58%-16.6pp |
| Employer contribution / active EE | $1,304 | $2,361-44.8% | $4,951-73.7% | $2,544-48.8% |
| Participant deferral / active EE | $2,072 | $2,919-29.0% | $5,637-63.2% | $4,237-51.1% |
| Admin fee / account holder | $289 | $502-42.4% | $14,673-98.0% | $593-51.3% |