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 |
|---|---|---|
Service code 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Recordkeeping fees; Direct payment fr... | $5,259 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,940 | $46,732-38.1% | $156,549-81.5% | $55,167-47.5% |
| Participation rate | 38.3% | 65.8%-27.5pp | 84.0%-45.7pp | 69.0%-30.7pp |
| Annual return | 7.36% | 17.72%-10.4pp | 32.23%-24.9pp | 169.23%-161.9pp |
| Employer contribution / active EE | $582 | $2,105-72.4% | $5,501-89.4% | $1,963-70.4% |
| Participant deferral / active EE | $1,395 | $2,204-36.7% | $4,871-71.4% | $3,054-54.3% |
| Admin fee / account holder | $0 | $418-100.0% | $13,027-100.0% | $504-100.0% |