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 9-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.8+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $21,719 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,722 | $63,442-78.4% | $68,791-80.1% | $66,914-79.5% |
| Participation rate | 47.5% | 60.0%-12.5pp | 69.0%-21.5pp | 69.8%-22.3pp |
| Annual return | -17.76% | -8.29%-9.5pp | -6.38%-11.4pp | 1.58%-19.3pp |
| Employer contribution / active EE | $410 | $1,775-76.9% | $2,655-84.6% | $2,544-83.9% |
| Participant deferral / active EE | $1,349 | $2,945-54.2% | $3,941-65.8% | $4,237-68.1% |
| Admin fee / account holder | $155 | $577-73.1% | $4,932-96.9% | $593-73.9% |