Filed April 22, 2025
Total covered: 2 employees
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 |
|---|---|---|
AGH WEALTH ADVISORS, LLC8 years Service code 27 301 N. MAIN, SUITE 1700 · WICHITA, KS 67202 | Advisory (Plan) | $17,781 |
BT & CO, PA6 years Service code 10 · EIN 48-1066439 | Accounting | $9,000 |
ALLEN, GIBBS & HOULIK, L.C.2 years Filed as: ALLEN GIBBS & HOULIK, LC Service code 15 301 N. MAIN, SUITE 1700 · WICHITA, KS 67202 | Recordkeeping | $4,525 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,681 | $44,960-9.5% | $84,966-52.1% | $74,495-45.4% |
| Participation rate | 93.0% | 49.4%+43.7pp | 67.5%+25.5pp | 67.2%+25.8pp |
| Annual return | 14.31% | 26.24%-11.9pp | 66.38%-52.1pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $1,075 | $1,457-26.2% | $2,727-60.6% | $2,623-59.0% |
| Participant deferral / active EE | $2,576 | $2,731-5.7% | $4,519-43.0% | $4,346-40.7% |
| Admin fee / account holder | $241 | $2,209-89.1% | $6,149-96.1% | $1,942-87.6% |