Filed December 20, 2022 (most recent of 3 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
INTRUST BANK, N.A.1 year Filed as: INTRUST BANK Service code 15 · EIN 48-0477525 | Recordkeeping | $103,496 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,341 |
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 | $62,929 | $88,515-28.9% | $162,163-61.2% | $67,579-6.9% |
| Participation rate | 95.5% | 86.8%+8.7pp | 87.6%+7.9pp | 71.3%+24.2pp |
| Annual return | 19.84% | 27.04%-7.2pp | 115.59%-95.7pp | 378.56%-358.7pp |
| Employer contribution / active EE | $3,729 | $3,563+4.7% | $5,614-33.6% | $2,148+73.6% |
| Participant deferral / active EE | $5,532 | $5,724-3.3% | $7,298-24.2% | $3,539+56.3% |
| Admin fee / account holder | $108 | $124-13.1% | $10,843-99.0% | $142-24.4% |