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 |
|---|---|---|
ALLEN, GIBBS & HOULIK, L.C.3+ years Filed as: ALLEN, GIBBS & HOULIK LC Service code 15 301 N MAIN, SUITE 1700 · WICHITA, KS 67202 | Recordkeeping | $10,649 |
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 | $19,323 | $76,000-74.6% | $154,107-87.5% | $64,186-69.9% |
| Participation rate | 71.9% | 70.4%+1.5pp | 83.0%-11.2pp | 69.6%+2.3pp |
| Annual return | -4.37% | 30.32%-34.7pp | 735.12%-739.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $1,262 | $3,351-62.3% | $5,298-76.2% | $2,381-47.0% |
| Participant deferral / active EE | $1,403 | $3,175-55.8% | $5,081-72.4% | $3,470-59.6% |
| Admin fee / account holder | $128 | $5,596-97.7% | $13,411-99.0% | $4,888-97.4% |