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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 |
|---|---|---|
Service code 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Sub-transfer agency fees; Recordkeepi... | $14,142 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $17,774 | $42,582-58.3% | $171,082-89.6% | $57,658-69.2% |
| Participation rate | 37.6% | 63.9%-26.3pp | 76.7%-39.1pp | 70.2%-32.6pp |
| Annual return | 7.83% | 308.67%-300.8pp | 32.56%-24.7pp | 5.13%+2.7pp |
| Employer contribution / active EE | $559 | $1,306-57.2% | $4,002-86.0% | $1,974-71.7% |
| Participant deferral / active EE | $889 | $2,933-69.7% | $4,797-81.5% | $3,061-70.9% |
| Admin fee / account holder | $139 | $82+68.8% | $8,520-98.4% | $95+47.0% |