Filed January 18, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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.5 years Service code 13 · EIN 48-0477525 | Contract Administrator | $100,633 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $31,615 | $82,093-61.5% | $379,746-91.7% | $73,409-56.9% |
| Participation rate | 93.2% | 76.8%+16.4pp | 78.4%+14.8pp | 72.2%+21.0pp |
| Annual return | 49.90% | 18.89%+31.0pp | 34.90%+15.0pp | 59.29%-9.4pp |
| Employer contribution / active EE | $863 | $2,847-69.7% | $3,540-75.6% | $2,234-61.4% |
| Participant deferral / active EE | $1,497 | $4,697-68.1% | $6,024-75.1% | $3,805-60.7% |
| Admin fee / account holder | $96 | $128-25.1% | $7,927-98.8% | $158-39.4% |