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.2+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $17,432 |
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 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 | $35,289 | $60,165-41.3% | $74,183-52.4% | $55,167-36.0% |
| Participation rate | 65.1% | 74.2%-9.0pp | 76.6%-11.5pp | 69.0%-3.9pp |
| Annual return | 8.01% | 10.00%-2.0pp | 17.74%-9.7pp | 169.23%-161.2pp |
| Employer contribution / active EE | $1,397 | $1,600-12.7% | $2,370-41.0% | $1,963-28.8% |
| Participant deferral / active EE | $2,370 | $2,973-20.3% | $3,550-33.2% | $3,054-22.4% |
| Admin fee / account holder | $56 | $419-86.6% | $5,586-99.0% | $504-88.9% |