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.7+ years Filed as: ALLEN, GIBBS & HOULIK LC Service code 15 301 N MAIN, SUITE 1700 · WICHITA, KS 67202 | Recordkeeping | $22,531 |
AGH WEALTH ADVISORS, LLC4 years Service code 27 301 N. MAIN, SUITE 1700 · WICHITA, KS 67202 | Advisory (Plan) | $10,939 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,505 | $73,867-49.2% | $143,757-73.9% | $68,494-45.2% |
| Participation rate | 69.7% | 66.7%+3.1pp | 80.3%-10.6pp | 67.9%+1.8pp |
| Annual return | -16.20% | 1.01%-17.2pp | -0.04%-16.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,662 | $3,184-47.8% | $4,951-66.4% | $2,596-36.0% |
| Participant deferral / active EE | $1,852 | $3,384-45.3% | $5,637-67.1% | $4,027-54.0% |
| Admin fee / account holder | $364 | $5,755-93.7% | $14,673-97.5% | $5,403-93.3% |