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.5+ years Filed as: ALLEN, GIBBS & HOULIK LC Service code 15 301 N MAIN, SUITE 1700 · WICHITA, KS 67202 | Recordkeeping | $11,450 |
AGH WEALTH ADVISORS, LLC2 years Service code 27 301 N. MAIN, SUITE 1700 · WICHITA, KS 67202 | Advisory (Plan) | $5,990 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $28,192 | $58,879-52.1% | $178,490-84.2% | $73,488-61.6% |
| Participation rate | 75.0% | 66.2%+8.8pp | 81.9%-6.9pp | 70.7%+4.3pp |
| Annual return | 17.68% | 24.86%-7.2pp | 151.07%-133.4pp | 28.51%-10.8pp |
| Employer contribution / active EE | $1,360 | $2,236-39.2% | $5,011-72.8% | $2,270-40.1% |
| Participant deferral / active EE | $1,510 | $2,567-41.2% | $5,202-71.0% | $3,740-59.6% |
| Admin fee / account holder | $180 | $400-55.1% | $13,984-98.7% | $513-65.0% |