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.7+ years Service code 16 · EIN 48-0477525 | Consulting | $25,900 |
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 | $19,440 | $59,159-67.1% | $159,960-87.8% | $66,914-70.9% |
| Participation rate | 85.1% | 68.1%+17.0pp | 78.0%+7.1pp | 69.8%+15.3pp |
| Annual return | -16.61% | -12.26%-4.4pp | 408.60%-425.2pp | 1.58%-18.2pp |
| Employer contribution / active EE | $624 | $1,983-68.6% | $4,226-85.2% | $2,544-75.5% |
| Participant deferral / active EE | $2,027 | $4,395-53.9% | $6,182-67.2% | $4,237-52.2% |
| Admin fee / account holder | $188 | $591-68.2% | $8,698-97.8% | $593-68.4% |