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.4+ years Filed as: ALLEN, GIBBS & HOULIK LC Service code 15 301 N MAIN, SUITE 1700 · WICHITA, KS 67202 | Recordkeeping | $13,893 |
AGH WEALTH ADVISORS, LLC1 year Service code 27 301 N. MAIN, SUITE 1700 · WICHITA, KS 67202 | Advisory (Plan) | $7,187 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $22,849 | $52,953-56.9% | $172,739-86.8% | $65,185-64.9% |
| Participation rate | 73.9% | 66.2%+7.7pp | 82.6%-8.7pp | 70.2%+3.7pp |
| Annual return | 17.48% | 30.12%-12.6pp | 802.84%-785.4pp | 29.38%-11.9pp |
| Employer contribution / active EE | $1,146 | $2,190-47.7% | $5,143-77.7% | $2,177-47.4% |
| Participant deferral / active EE | $1,275 | $2,471-48.4% | $5,198-75.5% | $3,514-63.7% |
| Admin fee / account holder | $229 | $472-51.4% | $13,954-98.4% | $847-72.9% |