See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
INTRUST BANK, N.A.5+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $158,249 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,512 | $67,598-57.8% | $75,886-62.4% | $77,787-63.3% |
| Participation rate | 70.3% | 69.6%+0.8pp | 69.3%+1.1pp | 73.2%-2.9pp |
| Annual return | 22.42% | 23.18%-0.8pp | 30.76%-8.3pp | 32.57%-10.2pp |
| Employer contribution / active EE | $845 | $2,430-65.2% | $2,500-66.2% | $2,504-66.3% |
| Participant deferral / active EE | $2,748 | $3,502-21.5% | $3,603-23.7% | $3,967-30.7% |
| Admin fee / account holder | $103 | $96+6.4% | $5,418-98.1% | $100+2.5% |