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 |
|---|---|---|
Service code 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Recordkeeping fees; Sub-transfer agen... | $31,547 |
Filed as: HEARD, MCELROY, VESTAL, LLP Service code 10 · EIN 72-0398470 | Accounting | $7,480 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $71,096 | $52,884+34.4% | $84,750-16.1% | $55,167+28.9% |
| Participation rate | 75.8% | 67.5%+8.3pp | 76.6%-0.7pp | 69.0%+6.9pp |
| Annual return | 5.56% | 18.03%-12.5pp | 22.78%-17.2pp | 169.23%-163.7pp |
| Employer contribution / active EE | $2,881 | $2,233+29.0% | $3,574-19.4% | $1,963+46.8% |
| Participant deferral / active EE | $4,080 | $2,644+54.3% | $3,712+9.9% | $3,054+33.6% |
| Admin fee / account holder | $120 | $581-79.3% | $5,332-97.7% | $504-76.1% |