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 10-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.5+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $53,563 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $74,747 | $63,114+18.4% | $92,893-19.5% | $65,185+14.7% |
| Participation rate | 86.6% | 68.8%+17.8pp | 76.0%+10.6pp | 70.2%+16.4pp |
| Annual return | 23.19% | 28.75%-5.6pp | 109.41%-86.2pp | 29.38%-6.2pp |
| Employer contribution / active EE | $728 | $2,571-71.7% | $3,653-80.1% | $2,177-66.6% |
| Participant deferral / active EE | $5,914 | $3,108+90.3% | $4,236+39.6% | $3,514+68.3% |
| Admin fee / account holder | $352 | $624-43.5% | $5,794-93.9% | $847-58.4% |