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 |
|---|---|---|
INTRUST BANK, N.A.10+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $69,465 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,675 | $50,815-12.1% | $155,509-71.3% | $77,643-42.5% |
| Participation rate | 53.3% | 63.1%-9.8pp | 78.2%-24.9pp | 70.6%-17.3pp |
| Annual return | 13.49% | 34.80%-21.3pp | 64.67%-51.2pp | 31.24%-17.7pp |
| Employer contribution / active EE | $148 | $1,993-92.6% | $4,672-96.8% | $2,726-94.6% |
| Participant deferral / active EE | $1,666 | $2,822-41.0% | $5,626-70.4% | $4,647-64.2% |
| Admin fee / account holder | $184 | $437-57.9% | $15,912-98.8% | $430-57.3% |